Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 132,509 shares of DFAC stock, worth $4.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

132,509

Previous 138,684 4.45%

Holding current value

$4.87 Million

Previous $4.8 Million 8.9%

% of portfolio

0.06%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$32.42 - $36.13 $200,193 - $223,102	-6,175 Reduced 4.45%	132,509 $4.37 Million
Q4 2024 Feb 11, 2025	BUY	$33.92 - $36.6 $29,951 - $32,317	883 Added 0.64%	138,684 $4.8 Million
Q3 2024 Nov 12, 2024	SELL	$31.05 - $34.29 $193,720 - $213,935	-6,239 Reduced 4.33%	137,801 $4.73 Million
Q2 2024 Aug 13, 2024	BUY	$30.09 - $32.37 $250,408 - $269,383	8,322 Added 6.13%	144,040 $4.64 Million
Q1 2024 Aug 13, 2024	SELL	$28.62 - $31.95 $235,943 - $263,395	-8,244 Reduced 5.73%	135,718 $4.34 Million
Q4 2023 Feb 15, 2024	SELL	$24.91 - $29.38 $103,700 - $122,308	-4,163 Reduced 2.81%	143,962 $4.21 Million
Q3 2023 Nov 15, 2023	SELL	$26.05 - $28.22 $58,065 - $62,902	-2,229 Reduced 1.48%	148,125 $3.88 Million
Q2 2023 Aug 15, 2023	BUY	$24.86 - $27.15 $74,604 - $81,477	3,001 Added 2.04%	150,354 $4.08 Million
Q1 2023 May 15, 2023	BUY	$24.18 - $26.58 $310,422 - $341,234	12,838 Added 9.54%	147,353 $3.75 Million
Q4 2022 Feb 16, 2023	BUY	$22.49 - $25.81 $2.93 Million - $3.36 Million	130,088 Added 2938.51%	134,515 $3.27 Million
Q4 2022 Feb 16, 2023	SELL	$22.49 - $25.81 $3.3 Billion - $3.79 Billion	-146,713,736 Reduced 100.0%	4,427 $107,000
Q4 2022 Feb 15, 2023	BUY	$22.49 - $25.81 $3.3 Billion - $3.78 Billion	146,583,001 Added 108449.86%	146,718,163 $3.56 Billion
Q3 2022 Nov 14, 2022	SELL	$22.24 - $26.54 $259,362 - $309,509	-11,662 Reduced 7.94%	135,162 $3.01 Million
Q2 2022 Aug 15, 2022	SELL	$22.75 - $27.77 $14,514 - $17,717	-638 Reduced 0.43%	146,824 $3.42 Million
Q1 2022 May 11, 2022	SELL	$25.76 - $29.21 $35,600 - $40,368	-1,382 Reduced 0.93%	147,462 $4.07 Million
Q4 2021 Feb 11, 2022	SELL	$26.63 - $29.09 $213 - $232	-8 Reduced 0.01%	148,844 $4.31 Million
Q3 2021 Nov 12, 2021	SELL	$26.06 - $27.9 $33,773 - $36,158	-1,296 Reduced 0.86%	148,852 $3.96 Million
Q2 2021 Aug 13, 2021	BUY	$25.92 - $26.98 $3.89 Million - $4.05 Million	150,148 New	150,148 $4.05 Million

Others Institutions Holding DFAC

# of Institutions

1,113

Shares Held

822M

Call Options Held

46.6K

Put Options Held

600

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
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Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History