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 7,196 shares of DFAU stock, worth $330,656. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,196
Previous 7,903 8.95%
Holding current value
$330,656
Previous $334,000 1.5%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 28, 2025
SELL
$42.42 - $45.96 $29,990 - $32,493
-707 Reduced 8.95%
7,196 $329,000
Q1 2025

May 02, 2025
BUY
$37.84 - $42.29 $35,872 - $40,090
948 Added 13.63%
7,903 $303,000
Q4 2024

Feb 10, 2025
BUY
$39.27 - $42.38 $34,753 - $37,506
885 Added 14.58%
6,955 $281,000
Q3 2024

Oct 10, 2024
BUY
$35.8 - $39.69 $22,196 - $24,607
620 Added 11.38%
6,070 $240,000
Q2 2024

Aug 07, 2024
BUY
$34.53 - $37.67 $188,188 - $205,301
5,450 New
5,450 $204,000

Others Institutions Holding DFAU

# of Institutions
546
Shares Held
149M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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