Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

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 26,752 shares of DFAX stock, worth $706,520. This represents 0.01% of its overall portfolio holdings.

Number of Shares

26,752

Previous 26,316 1.66%

Holding current value

$706,520

Previous $710,000 6.34%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$24.76 - $27.04 $10,795 - $11,789	436 Added 1.66%	26,752 $665,000
Q3 2024 Nov 12, 2024	BUY	$24.29 - $27.25 $165,754 - $185,954	6,824 Added 35.01%	26,316 $710,000
Q2 2024 Aug 13, 2024	BUY	$24.57 - $26.36 $27,149 - $29,127	1,105 Added 6.01%	19,492 $495,000
Q1 2024 Aug 13, 2024	BUY	$23.42 - $25.45 $257 - $279	11 Added 0.06%	18,387 $467,000
Q4 2023 Feb 15, 2024	SELL	$21.44 - $24.42 $86,746 - $98,803	-4,046 Reduced 18.04%	18,376 $448,000
Q3 2023 Nov 15, 2023	BUY	$22.41 - $24.35 $111,467 - $121,116	4,974 Added 28.51%	22,422 $504,000
Q2 2023 Aug 15, 2023	BUY	$22.56 - $24.03 $3,564 - $3,796	158 Added 0.91%	17,448 $406,000
Q1 2023 May 15, 2023	BUY	$21.74 - $23.72 $27,761 - $30,290	1,277 Added 7.97%	17,290 $398,000
Q4 2022 Feb 16, 2023	BUY	$18.81 - $22.36 $217,932 - $259,062	11,586 Added 261.71%	16,013 $345,000
Q4 2022 Feb 16, 2023	SELL	$18.81 - $22.36 $350 Million - $417 Million	-18,628,675 Reduced 99.98%	4,427 $95,000
Q4 2022 Feb 15, 2023	BUY	$18.81 - $22.36 $350 Million - $416 Million	18,616,003 Added 108871.88%	18,633,102 $402 Million
Q3 2022 Nov 14, 2022	SELL	$18.89 - $22.64 $24,141 - $28,933	-1,278 Reduced 6.95%	17,099 $323,000
Q2 2022 Aug 15, 2022	SELL	$21.22 - $25.37 $180,730 - $216,076	-8,517 Reduced 31.67%	18,377 $394,000
Q1 2022 May 11, 2022	BUY	$23.26 - $26.72 $186 - $213	8 Added 0.03%	26,894 $671,000
Q4 2021 Feb 11, 2022	BUY	$25.17 - $26.82 $3,699 - $3,942	147 Added 0.55%	26,886 $702,000
Q3 2021 Nov 12, 2021	BUY	$25.83 - $27.21 $690,668 - $727,568	26,739 New	26,739 $692,000

Others Institutions Holding DFAX

# of Institutions

574

Shares Held

244M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History