MF
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Montis Financial’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Montis Financial’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.12M Sell
160,431
-1,739
-1% -$74.4K 1.46% 17
2026
Q1 		$6.3M Sell
162,170
-4,148
-2% -$167K 1.3% 18
2025
Q4 		$6.58M Sell
166,318
-7,533
-4% -$294K 1.3% 18
2025
Q3 		$6.71M Sell
173,851
-10,516
-6% -$392K 1.55% 15
2025
Q2 		$6.61M Sell
184,367
-109
-0.1% -$3.64K 1.84% 13
2025
Q1 		$6.09M Sell
184,476
-12,423
-6% -$431K 1.79% 16
2024
Q4 		$6.81M Buy
196,899
+127,055
+182% +$4.47M 2.1% 13
2024
Q3 		$2.39M Sell
69,844
-6,144
-8% -$203K 0.85% 23
2024
Q2 		$2.45M Sell
75,988
-5,047
-6% -$159K 1.12% 15
2024
Q1 		$2.59M Buy
+81,035
New +$2.45M 1.23% 13

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Montis Financial's DFAC Position: Q2 2026 in Review

Montis Financial reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.1% in Q2 2026, selling an estimated $74.4K and leaving 160,431 shares worth $7.12M. The position accounts for 1.46% of the portfolio, ranked #17.

Montis Financial first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Montis Financial held 160,431 shares of Dimensional US Core Equity 2 ETF worth $7.12M as of Q2 2026.
  • Montis Financial sold 1,739 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $74.4K.
  • Dimensional US Core Equity 2 ETF made up 1.46% of Montis Financial's portfolio in Q2 2026, its #17 holding.
  • Montis Financial first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.