Montis Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History

Montis Financial, LLC

$322 Million
Q4 2024

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Montis Financial, LLC holds 196,899 shares of DFAC stock, worth $6.89 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

196,899

Previous 69,844 181.91%

Holding current value

$6.89 Million

Previous $2.39 Million 184.54%

% of portfolio

2.11%

Previous 0.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$33.92 - $36.6 $4.31 Million - $4.65 Million	127,055 Added 181.91%	196,899 $6.81 Million
Q3 2024 Oct 10, 2024	SELL	$31.05 - $34.29 $190,771 - $210,677	-6,144 Reduced 8.09%	69,844 $2.39 Million
Q2 2024 Aug 07, 2024	SELL	$30.09 - $32.37 $151,864 - $163,371	-5,047 Reduced 6.23%	75,988 $2.45 Million
Q1 2024 Apr 16, 2024	BUY	$28.62 - $31.95 $2.32 Million - $2.59 Million	81,035 New	81,035 $2.59 Million

Others Institutions Holding DFAC

# of Institutions

1,054

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Montis Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History