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 34,904 shares of DFAX stock, worth $1.12 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

34,904

Previous 36,388 4.08%

Holding current value

$1.12 Million

Previous $1.07 Million 2.53%

% of portfolio

0.25%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$29.25 - $31.56 $43,407 - $46,835	-1,484 Reduced 4.08%	34,904 $1.1 Million
Q2 2025 Jul 17, 2025	SELL	$23.37 - $29.39 $17,620 - $22,160	-754 Reduced 2.03%	36,388 $1.07 Million
Q1 2025 May 02, 2025	SELL	$24.45 - $27.2 $9,608 - $10,689	-393 Reduced 1.05%	37,142 $973,000
Q4 2024 Feb 10, 2025	BUY	$24.76 - $27.04 $697,934 - $762,203	28,188 Added 301.57%	37,535 $933,000
Q3 2024 Oct 10, 2024	SELL	$24.29 - $27.25 $234,544 - $263,126	-9,656 Reduced 50.81%	9,347 $252,000

Q2 2024 Aug 07, 2024	SELL	$24.57 - $26.36 $283,611 - $304,273	-11,543 Reduced 37.79%	19,003 $483,000
Q1 2024 Apr 16, 2024	BUY	$23.42 - $25.45 $715,387 - $777,395	30,546 New	30,546 $777,000

Others Institutions Holding DFAX

# of Institutions

666

Shares Held

257M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Montis Financial, LLC Dimensional ETF Tr Transaction History