MF
DFUS

Montis Financial’s Dimensional US Equity ETF DFUS Stock Holding History

Montis Financial’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607K Sell
8,556
-74
-0.9% -$5.48K 0.13% 83
2025
Q4 		$640K Sell
8,630
-67
-0.8% -$4.92K 0.13% 86
2025
Q3 		$630K Sell
8,697
-3,714
-30% -$259K 0.15% 93
2025
Q2 		$832K Buy
12,411
+17
+0.1% +$1.05K 0.23% 59
2025
Q1 		$750K Buy
12,394
+1
+0% +$64 0.22% 62
2024
Q4 		$790K Buy
+12,393
New +$795K 0.24% 60

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Montis Financial's DFUS Position: Q1 2026 in Review

Montis Financial reduced its Dimensional US Equity ETF (DFUS) stake by 0.86% in Q1 2026, selling an estimated $5.48K and leaving 8,556 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #83.

Montis Financial first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $832K in Q2 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Montis Financial held 8,556 shares of Dimensional US Equity ETF worth $607K as of Q1 2026.
  • Montis Financial sold 74 Dimensional US Equity ETF shares in Q1 2026, an estimated $5.48K.
  • Dimensional US Equity ETF made up 0.13% of Montis Financial's portfolio in Q1 2026, its #83 holding.
  • Montis Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Montis Financial's Dimensional US Equity ETF position peaked at $832K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.