Montz Harcus Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 14,350 shares of DFUS stock, worth $1.05 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
14,350
Previous 14,314 0.25%
Holding current value
$1.05 Million
Previous $959,000 8.34%
% of portfolio
0.46%
Previous 0.47%

Shares

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

Oct 20, 2025
BUY
$67.01 - $72.84 $2,412 - $2,622
36 Added 0.25%
14,350 $1.04 Million
Q2 2025

Jul 21, 2025
BUY
$53.65 - $67.02 $7,403 - $9,248
138 Added 0.97%
14,314 $959,000
Q1 2025

Apr 21, 2025
BUY
$59.61 - $66.71 $845,031 - $945,680
14,176 New
14,176 $857,000

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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