Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 2,261,606 shares of DFAC stock, worth $81.6 Million. This represents 46.61% of its overall portfolio holdings.

Number of Shares
2,261,606
Previous 2,096,977 7.85%
Holding current value
$81.6 Million
Previous $67.6 Billion 14.71%
% of portfolio
46.61%
Previous 45.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$31.05 - $34.29 $5.11 Million - $5.65 Million
164,629 Added 7.85%
2,261,606 $77.6 Billion
Q2 2024

Aug 06, 2024
BUY
$30.09 - $32.37 $12.2 Million - $13.1 Million
404,248 Added 23.88%
2,096,977 $67.6 Billion
Q1 2024

May 07, 2024
BUY
$28.62 - $31.95 $5.54 Million - $6.18 Million
193,583 Added 12.91%
1,692,729 $54.1 Billion
Q4 2023

Feb 01, 2024
BUY
$24.91 - $29.38 $37.3 Million - $44 Million
1,499,146 New
1,499,146 $43.8 Billion

Others Institutions Holding DFAC

# of Institutions
919
Shares Held
740M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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