Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monument Group Wealth Advisors, LLC

  • $149 Billion
  • Q2 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 767,323 shares of DFAI stock, worth $24 Million. This represents 15.31% of its overall portfolio holdings.

Number of Shares
767,323
Previous 717,462 6.95%
Holding current value
$24 Million
Previous $21.7 Billion 5.0%
% of portfolio
15.31%
Previous 16.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$28.93 - $30.91 $1.44 Million - $1.54 Million
49,861 Added 6.95%
767,323 $22.8 Billion
Q1 2024

May 07, 2024
BUY
$27.74 - $30.27 $2.19 Million - $2.39 Million
78,809 Added 12.34%
717,462 $21.7 Billion
Q4 2023

Feb 01, 2024
BUY
$24.88 - $28.69 $15.9 Million - $18.3 Million
638,653 New
638,653 $18.3 Billion

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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