Montis Financial, LLC Dimensional ETF Tr Transaction History

Montis Financial, LLC

  • $322 Million
  • Q4 2024

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 25,259 shares of DFAE stock, worth $663,048. This represents 0.2% of its overall portfolio holdings.

Number of Shares
25,259
Previous 24,067 4.95%
Holding current value
$663,048
Previous $659,000 2.88%
% of portfolio
0.2%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$25.36 - $28.15 $30,229 - $33,554
1,192 Added 4.95%
25,259 $640,000
Q3 2024

Oct 10, 2024
BUY
$24.46 - $27.82 $354,865 - $403,612
14,508 Added 151.77%
24,067 $659,000
Q2 2024

Aug 07, 2024
BUY
$24.03 - $26.3 $229,702 - $251,401
9,559 New
9,559 $247,000

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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

Track Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email