Monument Group Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 746,904 shares of DFAI stock, worth $26.6 Million. This represents 16.26% of its overall portfolio holdings.

Number of Shares

746,904

Previous 717,030 4.17%

Holding current value

$26.6 Million

Previous $22.4 Billion 15.31%

% of portfolio

16.26%

Previous 15.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$28.02 - $34.71 $837,069 - $1.04 Million	29,874 Added 4.17%	746,904 $25.8 Billion
Q1 2025 Apr 24, 2025	SELL	$28.88 - $32.4 $30,959 - $34,732	-1,072 Reduced 0.15%	717,030 $22.4 Billion
Q4 2024 Jan 15, 2025	SELL	$29.0 - $31.6 $3.47 Million - $3.79 Million	-119,794 Reduced 14.3%	718,102 $21 Billion
Q3 2024 Oct 18, 2024	BUY	$28.69 - $32.06 $2.02 Million - $2.26 Million	70,573 Added 9.2%	837,896 $26.6 Billion
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

681

Shares Held

255M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History