Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 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 22,689 shares of DFIV stock, worth $805,232. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,689
Previous 20,204 12.3%
Holding current value
$805,232
Previous $726,000 18.87%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$34.66 - $38.38 $86,130 - $95,374
2,485 Added 12.3%
22,689 $863,000
Q2 2024

Aug 13, 2024
BUY
$35.5 - $38.02 $72,881 - $78,055
2,053 Added 11.31%
20,204 $726,000
Q1 2024

Aug 13, 2024
BUY
$33.15 - $36.75 $232,845 - $258,132
7,024 Added 63.13%
18,151 $667,000
Q4 2023

Feb 15, 2024
SELL
$30.86 - $34.46 $85,513 - $95,488
-2,771 Reduced 19.94%
11,127 $382,000
Q3 2023

Nov 15, 2023
BUY
$32.1 - $34.42 $446,125 - $478,369
13,898 New
13,898 $453,000

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email