Moneta Group Investment Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 20,204 shares of DFIV stock, worth $759,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,204
Previous 18,151 11.31%
Holding current value
$759,266
Previous $667,000 8.85%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
184M
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
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