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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$832K Buy
12,411
+17
+0.1% +$1.14K 0.23% 59
2025
Q1
$750K Buy
12,394
+1
+0% +$60 0.22% 62
2024
Q4
$790K Buy
+12,393
New +$790K 0.24% 60