Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 20,099 shares of DFAX stock, worth $643,368. This represents 0.01% of its overall portfolio holdings.
Number of Shares
20,099
Previous 20,062
0.18%
Holding current value
$643,368
Previous $589,000
6.96%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding DFAX
# of Institutions
665Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio