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

Monument Group Wealth Advisors, LLC

$141 Billion
Q4 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 8,870 shares of DFAT stock, worth $489,801. This represents 0.35% of its overall portfolio holdings.

Number of Shares

8,870

Previous 9,030 1.77%

Holding current value

$489,801

Previous $502 Million 1.72%

% of portfolio

0.35%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$54.54 - $61.04 $8,726 - $9,766	-160 Reduced 1.77%	8,870 $494 Million
Q2 2024 Aug 06, 2024	SELL	$50.18 - $54.47 $27,649 - $30,012	-551 Reduced 5.75%	9,030 $468 Million
Q1 2024 May 07, 2024	BUY	$49.45 - $54.43 $29,670 - $32,658	600 Added 6.68%	9,581 $521 Million
Q4 2023 Feb 01, 2024	BUY	$42.71 - $53.09 $383,578 - $476,801	8,981 New	8,981 $470 Million

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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