Monument Group Wealth Advisors, LLC Dimensional ETF Tr Dimen Us Su Transaction History

Monument Group Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 29,545 shares of DFSU stock, worth $0. This represents 0.73% of its overall portfolio holdings.

Number of Shares
29,545
Previous 29,114 1.48%
Holding current value
$0
Previous $1.04 Billion 11.23%
% of portfolio
0.73%
Previous 0.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
431 Added 1.48%
29,545 $1.16 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
210 Added 0.73%
29,114 $1.04 Billion
Q4 2024

Jan 15, 2025
BUY
N/A
1,199 Added 4.33%
28,904 $1.1 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
605 Added 2.23%
27,705 $966 Million
Q1 2024

May 07, 2024
BUY
N/A
15,455 Added 132.72%
27,100 $933 Million
Q4 2023

Feb 01, 2024
BUY
N/A
11,645 New
11,645 $363 Million

Others Institutions Holding DFSU

# of Institutions
221
Shares Held
27.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN US SU

DFSU Quotes by TradingView
  • Ticker DFSU
More about DFSU
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email