Monument Group Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 224,871 shares of DFAE stock, worth $6 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
224,871
Previous 268,973 16.4%
Holding current value
$6 Million
Previous $7.37 Billion 22.62%
% of portfolio
4.04%
Previous 4.43%

Shares

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

Jan 15, 2025
SELL
$25.36 - $28.15 $1.12 Million - $1.24 Million
-44,102 Reduced 16.4%
224,871 $5.71 Billion
Q3 2024

Oct 18, 2024
BUY
$24.46 - $27.82 $453,561 - $515,866
18,543 Added 7.4%
268,973 $7.37 Billion
Q2 2024

Aug 06, 2024
BUY
$24.03 - $26.3 $433,477 - $474,425
18,039 Added 7.76%
250,430 $6.48 Billion
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
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
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