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

Moneta Group Investment Advisors LLC

$5.03 Billion
Q4 2023

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 33,860 shares of DFUS stock, worth $2.05 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,860

Previous 33,852 0.02%

Holding current value

$2.05 Million

Previous $1.58 Million 11.37%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.71 - $44.32 $374,409 - $407,611	9,197 Added 207.75%	13,624 $566,000

Q4 2022 Feb 16, 2023	SELL	$40.71 - $44.32 $637 Million - $693 Million	-15,639,649 Reduced 99.97%	4,427 $184,000
Q4 2022 Feb 15, 2023	BUY	$40.71 - $44.32 $636 Million - $693 Million	15,629,573 Added 107767.86%	15,644,076 $651 Million
Q3 2022 Nov 14, 2022	SELL	$39.83 - $46.57 $52,774 - $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

601

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

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