Montis Financial, LLC's ownership history for DFAI


Montis Financial, LLC currently holds 22.7K shares with a market value of $883.0K. It started holding DFAI on 2024-09-30. At its peak, it held 26.0K shares on 2025-12-31. Its highest holding value was $991.2K on 2025-12-31. At its lowest, it held 10.6K shares on 2024-09-30, with a value of $329.2K on 2024-12-31. In the recent 180 days, Montis Financial, LLC has decreased its shares by 2.6K. In the recent year, Montis Financial, LLC has increased its shares by 10.7K.


Montis Financial, LLC's ownership history for DFAI