Montis Financial’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Montis Financial’s Portfolio DFAU Stock Details DFAU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Buy
2025 Q4	$424K	Buy
2025 Q3	$329K	Sell
2025 Q2	$335K	Hold
2025 Q1	$304K	Buy
2024 Q4	$282K	Buy
2024 Q3	$241K	Buy
2024 Q2	$204K	Buy