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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Hold	7,903	–	–	0.09%	105
2025 Q1	$304K	Buy	7,903 +948	+14%	+$36.4K	0.09%	111
2024 Q4	$282K	Buy	6,955 +885	+15%	+$35.8K	0.09%	115
2024 Q3	$241K	Buy	6,070 +620	+11%	+$24.6K	0.09%	98
2024 Q2	$204K	Buy	+5,450	New	+$204K	0.09%	78