Montis Financial, LLC Dimensional ETF Tr U S Equity Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Montis Financial, LLC holds 8,697 shares of DFUS stock, worth $634,098. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,697
Previous 12,411 29.93%
Holding current value
$634,098
Previous $831,000 24.19%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Oct 28, 2025
SELL
$67.01 - $72.84 $248,875 - $270,527
-3,714 Reduced 29.93%
8,697 $630,000
Q2 2025

Jul 17, 2025
BUY
$53.65 - $67.02 $912 - $1,139
17 Added 0.14%
12,411 $831,000
Q1 2025

May 02, 2025
BUY
$59.61 - $66.71 $59 - $66
1 Added 0.01%
12,394 $749,000
Q4 2024

Feb 10, 2025
BUY
$61.52 - $66.5 $762,417 - $824,134
12,393 New
12,393 $790,000

Others Institutions Holding DFUS

# of Institutions
833
Shares Held
203M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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