Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Equity Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 39,036 shares of DFUS stock, worth $2.69 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
39,036
Previous 28,115 38.84%
Holding current value
$2.69 Million
Previous $1.79 Million 31.62%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$59.61 - $66.71 $651,000 - $728,539
10,921 Added 38.84%
39,036 $2.36 Million
Q4 2024

Feb 11, 2025
SELL
$61.52 - $66.5 $24,608 - $26,600
-400 Reduced 1.4%
28,115 $1.79 Million
Q3 2024

Nov 12, 2024
BUY
$56.04 - $62.2 $301,327 - $334,449
5,377 Added 23.24%
28,515 $1.77 Million
Q2 2024

Aug 13, 2024
BUY
$53.83 - $59.14 $215 - $236
4 Added 0.02%
23,138 $1.36 Million
Q1 2024

Aug 13, 2024
SELL
$50.79 - $56.98 $544,773 - $611,167
-10,726 Reduced 31.68%
23,134 $1.32 Million
Q4 2023

Feb 15, 2024
BUY
$44.51 - $52.0 $356 - $416
8 Added 0.02%
33,860 $1.75 Million
Q3 2023

Nov 15, 2023
SELL
$46.29 - $49.87 $39,115 - $42,140
-845 Reduced 2.44%
33,852 $1.58 Million
Q2 2023

Aug 15, 2023
BUY
$43.77 - $48.16 $467,769 - $514,685
10,687 Added 44.51%
34,697 $1.67 Million
Q1 2023

May 15, 2023
BUY
$41.24 - $45.43 $428,318 - $471,835
10,386 Added 76.23%
24,010 $1.07 Million
Q4 2022

Feb 16, 2023
BUY
$38.86 - $44.32 $357,395 - $407,611
9,197 Added 207.75%
13,624 $566,000
Q4 2022

Feb 16, 2023
SELL
$38.86 - $44.32 $608 Million - $693 Million
-15,639,649 Reduced 99.97%
4,427 $184,000
Q4 2022

Feb 15, 2023
BUY
$38.86 - $44.32 $607 Million - $693 Million
15,629,573 Added 107767.86%
15,644,076 $651 Million
Q3 2022

Nov 14, 2022
SELL
$38.82 - $46.57 $51,436 - $61,705
-1,325 Reduced 8.37%
14,503 $563,000
Q2 2022

Aug 15, 2022
BUY
$39.62 - $49.51 $290,890 - $363,502
7,342 Added 86.52%
15,828 $645,000
Q1 2022

May 11, 2022
BUY
$45.16 - $52.01 $36,444 - $41,972
807 Added 10.51%
8,486 $416,000
Q4 2021

Feb 11, 2022
BUY
$47.05 - $51.98 $141 - $155
3 Added 0.04%
7,679 $397,000
Q3 2021

Nov 12, 2021
SELL
$46.48 - $49.7 $278 - $298
-6 Reduced 0.08%
7,676 $362,000
Q2 2021

Aug 13, 2021
BUY
$45.75 - $47.12 $351,451 - $361,975
7,682 New
7,682 $362,000

Others Institutions Holding DFUS

# of Institutions
781
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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