Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 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 44,173 shares of DFIV stock, worth $2.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

44,173

Previous 44,065 0.25%

Holding current value

$2.05 Million

Previous $1.73 Million 9.05%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$34.67 - $43.21 $3,744 - $4,666	108 Added 0.25%	44,173 $1.89 Million
Q1 2025 May 15, 2025	BUY	$35.33 - $40.77 $19,219 - $22,178	544 Added 1.25%	44,065 $1.73 Million
Q4 2024 Feb 11, 2025	BUY	$34.86 - $37.97 $726,203 - $790,991	20,832 Added 91.82%	43,521 $1.54 Million
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

772

Shares Held

268M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

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.

Account

Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History