MF
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Montis Financial’s Dimensional US Small Cap ETF DFAS Stock Holding History

Montis Financial’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Buy
4,771
+401
+9% +$31.1K 0.08% 111
2026
Q1 		$311K Sell
4,370
-364
-8% -$26.7K 0.06% 125
2025
Q4 		$330K Buy
4,734
+170
+4% +$11.7K 0.07% 121
2025
Q3 		$312K Sell
4,564
-1,125
-20% -$75.1K 0.07% 128
2025
Q2 		$362K Buy
5,689
+177
+3% +$10.6K 0.1% 102
2025
Q1 		$329K Buy
5,512
+99
+2% +$6.37K 0.1% 109
2024
Q4 		$352K Buy
5,413
+195
+4% +$13K 0.11% 107
2024
Q3 		$338K Buy
+5,218
New +$327K 0.12% 85

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Montis Financial's DFAS Position: Q2 2026 in Review

Montis Financial increased its Dimensional US Small Cap ETF (DFAS) stake by 9.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 4,771 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #111.

Montis Financial first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Montis Financial held 4,771 shares of Dimensional US Small Cap ETF worth $393K as of Q2 2026.
  • Montis Financial bought 401 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $31.1K.
  • Dimensional US Small Cap ETF made up 0.08% of Montis Financial's portfolio in Q2 2026, its #111 holding.
  • Montis Financial first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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