Montis Financial, LLC Dimensional ETF Tr U S Small C Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Montis Financial, LLC holds 4,564 shares of DFAS stock, worth $306,472. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,564
Previous 5,689 19.78%
Holding current value
$306,472
Previous $362,000 13.81%
% of portfolio
0.07%
Previous 0.1%

Shares

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

Oct 28, 2025
SELL
$63.41 - $69.69 $71,336 - $78,401
-1,125 Reduced 19.78%
4,564 $312,000
Q2 2025

Jul 17, 2025
BUY
$52.31 - $63.72 $9,258 - $11,278
177 Added 3.21%
5,689 $362,000
Q1 2025

May 02, 2025
BUY
$58.81 - $68.2 $5,822 - $6,751
99 Added 1.83%
5,512 $329,000
Q4 2024

Feb 10, 2025
BUY
$63.58 - $71.15 $12,398 - $13,874
195 Added 3.74%
5,413 $352,000
Q3 2024

Oct 10, 2024
BUY
$59.25 - $65.33 $309,166 - $340,891
5,218 New
5,218 $338,000

Others Institutions Holding DFAS

# of Institutions
869
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Montis Financial, LLC Portfolio

Follow Montis Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email