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Montz Harcus Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Montz Harcus Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
3,534
+164
+5% +$10.4K 0.11% 78
2025
Q1 		$201K Buy
+3,370
New +$201K 0.11% 77