MHWM
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Montz Harcus Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Montz Harcus Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$959K Buy
14,314
+138
+1% +$9.25K 0.46% 26
2025
Q1 		$857K Buy
+14,176
New +$857K 0.47% 26