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

Monument Group Wealth Advisors, LLC

$170 Billion
Q3 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,647 shares of DFUV stock, worth $434,500. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,647

Previous 9,646 0.01%

Holding current value

$434,500

Previous $408 Million 5.71%

% of portfolio

0.25%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$41.91 - $44.87 $41 - $44	1 Added 0.01%	9,647 $431 Million
Q2 2025 Jul 29, 2025	BUY	$36.25 - $42.28 $36 - $42	1 Added 0.01%	9,646 $408 Million
Q4 2024 Jan 15, 2025	BUY	$40.38 - $44.35 $40 - $44	1 Added 0.01%	9,645 $395 Million
Q2 2024 Aug 06, 2024	SELL	$38.53 - $40.76 $5,471 - $5,787	-142 Reduced 1.45%	9,644 $379 Million
Q1 2024 May 07, 2024	SELL	$36.22 - $40.9 $2,499 - $2,822	-69 Reduced 0.7%	9,786 $400 Million

Q4 2023 Feb 01, 2024	BUY	$31.85 - $37.39 $313,881 - $368,478	9,855 New	9,855 $367 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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