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

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