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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.71M Sell
2025
Q2
$6.61M Sell
2025
Q1
$6.09M Sell
2024
Q4
$6.81M Buy
2024
Q3
$2.39M Sell
2024
Q2
$2.45M Sell
2024
Q1
$2.59M Buy