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

Montis Financial, LLC

$280 Million
Q3 2024

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 5,218 shares of DFAS stock, worth $365,207. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,218

Holding current value

$365,207

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

687

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$785 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$490 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$466 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$344 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$191 Million
1.82% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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