Montis Financial, LLC Dimensional ETF Tr Transaction History

Montis Financial, LLC

  • $357 Million
  • Q2 2025

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 26,195 shares of DFAE stock, worth $793,184. This represents 0.21% of its overall portfolio holdings.

Number of Shares
26,195
Previous 25,633 2.19%
Holding current value
$793,184
Previous $663,000 14.33%
% of portfolio
0.21%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$22.87 - $28.95 $12,852 - $16,269
562 Added 2.19%
26,195 $758,000
Q1 2025

May 02, 2025
BUY
$24.64 - $26.86 $9,215 - $10,045
374 Added 1.48%
25,633 $663,000
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $30,229 - $33,554
1,192 Added 4.95%
25,259 $640,000
Q3 2024

Oct 10, 2024
BUY
$24.46 - $27.82 $354,865 - $403,612
14,508 Added 151.77%
24,067 $659,000
Q2 2024

Aug 07, 2024
BUY
$24.03 - $26.3 $229,702 - $251,401
9,559 New
9,559 $247,000

Others Institutions Holding DFAE

# of Institutions
600
Shares Held
181M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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