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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$362K	Buy	5,689 +177	+3%	+$11.3K	0.1%	102
2025 Q1	$329K	Buy	5,512 +99	+2%	+$5.92K	0.1%	109
2024 Q4	$352K	Buy	5,413 +195	+4%	+$12.7K	0.11%	107
2024 Q3	$338K	Buy	+5,218	New	+$338K	0.12%	85