Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Monument Group Wealth Advisors, LLC

  • $149 Billion
  • Q2 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 2,096,977 shares of DFAC stock, worth $71.1 Million. This represents 45.47% of its overall portfolio holdings.

Number of Shares
2,096,977
Previous 1,692,729 23.88%
Holding current value
$71.1 Million
Previous $54.1 Billion 25.01%
% of portfolio
45.47%
Previous 40.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$30.09 - $32.37 $12.2 Million - $13.1 Million
404,248 Added 23.88%
2,096,977 $67.6 Billion
Q1 2024

May 07, 2024
BUY
$28.62 - $31.95 $5.54 Million - $6.18 Million
193,583 Added 12.91%
1,692,729 $54.1 Billion
Q4 2023

Feb 01, 2024
BUY
$24.91 - $29.38 $37.3 Million - $44 Million
1,499,146 New
1,499,146 $43.8 Billion

Others Institutions Holding DFAC

# of Institutions
876
Shares Held
711M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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