Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 35,249 shares of DFAS stock, worth $2.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,249
Previous 34,761 1.4%
Holding current value
$2.33 Million
Previous $2.26 Million 6.9%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$58.81 - $68.2 $28,699 - $33,281
488 Added 1.4%
35,249 $2.11 Million
Q4 2024

Feb 11, 2025
BUY
$63.58 - $71.15 $1.01 Million - $1.13 Million
15,916 Added 84.46%
34,761 $2.26 Million
Q3 2024

Nov 12, 2024
BUY
$59.25 - $65.33 $306,322 - $337,756
5,170 Added 37.81%
18,845 $1.22 Million
Q2 2024

Aug 13, 2024
SELL
$57.42 - $62.37 $114 - $124
-2 Reduced 0.01%
13,675 $821,000
Q1 2024

Aug 13, 2024
SELL
$56.66 - $62.34 $101,931 - $112,149
-1,799 Reduced 11.62%
13,677 $852,000
Q4 2023

Feb 15, 2024
SELL
$48.83 - $60.51 $38,526 - $47,742
-789 Reduced 4.85%
15,476 $922,000
Q3 2023

Nov 15, 2023
BUY
$51.84 - $57.67 $159,667 - $177,623
3,080 Added 23.36%
16,265 $853,000
Q2 2023

Aug 15, 2023
BUY
$49.85 - $54.8 $276,866 - $304,359
5,554 Added 72.78%
13,185 $722,000
Q1 2023

May 15, 2023
BUY
$50.35 - $57.8 $200,393 - $230,044
3,980 Added 109.01%
7,631 $402,000
Q4 2022

Feb 16, 2023
SELL
$47.77 - $54.73 $37,069 - $42,470
-776 Reduced 17.53%
3,651 $186,000
Q4 2022

Feb 16, 2023
SELL
$47.77 - $54.73 $211 Million - $242 Million
-4,422,161 Reduced 99.9%
4,427 $226,000
Q4 2022

Feb 15, 2023
BUY
$47.77 - $54.73 $211 Million - $242 Million
4,426,588 New
4,426,588 $226 Million
Q2 2022

Aug 15, 2022
SELL
$46.65 - $56.4 $510,117 - $616,734
-10,935 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$56.67 - $63.93 $736 - $831
13 Added 0.12%
10,935 $656,000
Q3 2021

Nov 12, 2021
SELL
$54.69 - $59.43 $164 - $178
-3 Reduced 0.03%
10,922 $628,000
Q2 2021

Aug 13, 2021
BUY
$56.37 - $58.95 $615,842 - $644,028
10,925 New
10,925 $638,000

Others Institutions Holding DFAS

# of Institutions
826
Shares Held
128M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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