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

Monument Group Wealth Advisors, LLC

$141 Billion
Q4 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 1,866,160 shares of DFAC stock, worth $67.2 Million. This represents 45.7% of its overall portfolio holdings.

Number of Shares

1,866,160

Previous 2,261,606 17.49%

Holding current value

$67.2 Million

Previous $77.6 Billion 16.76%

% of portfolio

45.7%

Previous 46.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$33.92 - $36.6 $13.4 Million - $14.5 Million	-395,446 Reduced 17.49%	1,866,160 $64.6 Billion
Q3 2024 Oct 18, 2024	BUY	$31.05 - $34.29 $5.11 Million - $5.65 Million	164,629 Added 7.85%	2,261,606 $77.6 Billion
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

937

Shares Held

746M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Account

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