Montis Financial, LLC Dimensional ETF Tr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 25,262 shares of DFAI stock, worth $936,967. This represents 0.21% of its overall portfolio holdings.

Number of Shares
25,262
Previous 13,962 80.93%
Holding current value
$936,967
Previous $482,000 90.46%
% of portfolio
0.21%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$34.05 - $36.55 $384,764 - $413,014
11,300 Added 80.93%
25,262 $918,000
Q2 2025

Jul 17, 2025
BUY
$28.02 - $34.71 $55,451 - $68,691
1,979 Added 16.52%
13,962 $482,000
Q1 2025

May 02, 2025
BUY
$28.88 - $32.4 $20,504 - $23,004
710 Added 6.3%
11,983 $374,000
Q4 2024

Feb 10, 2025
BUY
$29.0 - $31.6 $20,416 - $22,246
704 Added 6.66%
11,273 $329,000
Q3 2024

Oct 10, 2024
BUY
$28.69 - $32.06 $7,344 - $8,207
256 Added 2.48%
10,569 $335,000
Q2 2024

Aug 07, 2024
BUY
$28.93 - $30.91 $298,355 - $318,774
10,313 New
10,313 $305,000

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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