Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monument Group Wealth Advisors, LLC

  • $135 Billion
  • Q1 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 232,391 shares of DFAE stock, worth $6.15 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares
232,391
Previous 203,828 14.01%
Holding current value
$6.15 Million
Previous $4.91 Billion 16.9%
% of portfolio
4.26%
Previous 4.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$22.74 - $24.88 $649,522 - $710,647
28,563 Added 14.01%
232,391 $5.74 Billion
Q4 2023

Feb 01, 2024
BUY
$21.63 - $24.11 $4.41 Million - $4.91 Million
203,828 New
203,828 $4.91 Billion

Others Institutions Holding DFAE

# of Institutions
425
Shares Held
119M
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
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