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

Moneta Group Investment Advisors LLC

$6.28 Billion
Q2 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 25,471 shares of DFAT stock, worth $1.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,471

Previous 23,298 9.33%

Holding current value

$1.39 Million

Previous $1.27 Million 4.18%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $109,041 - $118,363	2,173 Added 9.33%	25,471 $1.32 Million
Q1 2024 Aug 13, 2024	SELL	$49.45 - $54.43 $70,367 - $77,453	-1,423 Reduced 5.76%	23,298 $1.27 Million
Q2 2023 Aug 15, 2023	BUY	$41.44 - $46.39 $135,135 - $151,277	3,261 Added 15.2%	24,721 $1.15 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $595,947 - $699,584	14,062 Added 190.08%	21,460 $954,000
Q4 2022 Feb 16, 2023	BUY	$40.24 - $46.91 $119,553 - $139,369	2,971 Added 67.11%	7,398 $325,000
Q4 2022 Feb 16, 2023	SELL	$40.24 - $46.91 $364 Million - $424 Million	-9,037,530 Reduced 99.95%	4,427 $194,000
Q4 2022 Feb 15, 2023	BUY	$40.24 - $46.91 $363 Million - $424 Million	9,032,873 Added 99437.18%	9,041,957 $397 Million
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $10,020 - $12,022	258 Added 2.92%	9,084 $354,000
Q2 2022 Aug 15, 2022	SELL	$39.72 - $47.15 $496,182 - $588,997	-12,492 Reduced 58.6%	8,826 $355,000
Q1 2022 May 11, 2022	BUY	$44.35 - $48.64 $84,043 - $92,172	1,895 Added 9.76%	21,318 $993,000
Q4 2021 Feb 11, 2022	BUY	$44.48 - $49.36 $400 - $444	9 Added 0.05%	19,423 $923,000
Q3 2021 Nov 12, 2021	SELL	$41.66 - $45.84 $166 - $183	-4 Reduced 0.02%	19,414 $862,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $845,071 - $893,810	19,418 New	19,418 $870,000

Others Institutions Holding DFAT

# of Institutions

648

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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