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 37,535 shares of DFAX stock, worth $974,408. This represents 0.29% of its overall portfolio holdings.

Number of Shares
37,535
Previous 9,347 301.57%
Holding current value
$974,408
Previous $252,000 270.24%
% of portfolio
0.29%
Previous 0.09%

Shares

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

Feb 10, 2025
BUY
$24.76 - $27.04 $697,934 - $762,203
28,188 Added 301.57%
37,535 $933,000
Q3 2024

Oct 10, 2024
SELL
$24.29 - $27.25 $234,544 - $263,126
-9,656 Reduced 50.81%
9,347 $252,000
Q2 2024

Aug 07, 2024
SELL
$24.57 - $26.36 $283,611 - $304,273
-11,543 Reduced 37.79%
19,003 $483,000
Q1 2024

Apr 16, 2024
BUY
$23.42 - $25.45 $715,387 - $777,395
30,546 New
30,546 $777,000

Others Institutions Holding DFAX

# of Institutions
572
Shares Held
242M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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