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 Q2	$701K	Hold	8,556	–	–	0.14%	82
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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Montis Financial's DFUS Position: Q2 2026 in Review

Montis Financial held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 8,556 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #82.

Montis Financial first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $832K in Q2 2025. 872 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Montis Financial held 8,556 shares of Dimensional US Equity ETF worth $701K as of Q2 2026.
Montis Financial left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.14% of Montis Financial's portfolio in Q2 2026, its #82 holding.
Montis Financial first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's Dimensional US Equity ETF position peaked at $832K in Q2 2025.
872 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.