Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monument Group Wealth Advisors, LLC

  • $170 Billion
  • Q3 2025

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 775,776 shares of DFAI stock, worth $28.8 Million. This represents 16.6% of its overall portfolio holdings.

Number of Shares
775,776
Previous 746,904 3.87%
Holding current value
$28.8 Million
Previous $25.8 Billion 9.21%
% of portfolio
16.6%
Previous 16.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$34.05 - $36.55 $983,091 - $1.06 Million
28,872 Added 3.87%
775,776 $28.2 Billion
Q2 2025

Jul 29, 2025
BUY
$28.02 - $34.71 $837,069 - $1.04 Million
29,874 Added 4.17%
746,904 $25.8 Billion
Q1 2025

Apr 24, 2025
SELL
$28.88 - $32.4 $30,959 - $34,732
-1,072 Reduced 0.15%
717,030 $22.4 Billion
Q4 2024

Jan 15, 2025
SELL
$29.0 - $31.6 $3.47 Million - $3.79 Million
-119,794 Reduced 14.3%
718,102 $21 Billion
Q3 2024

Oct 18, 2024
BUY
$28.69 - $32.06 $2.02 Million - $2.26 Million
70,573 Added 9.2%
837,896 $26.6 Billion
Q2 2024

Aug 06, 2024
BUY
$28.93 - $30.91 $1.44 Million - $1.54 Million
49,861 Added 6.95%
767,323 $22.8 Billion
Q1 2024

May 07, 2024
BUY
$27.74 - $30.27 $2.19 Million - $2.39 Million
78,809 Added 12.34%
717,462 $21.7 Billion
Q4 2023

Feb 01, 2024
BUY
$24.88 - $28.69 $15.9 Million - $18.3 Million
638,653 New
638,653 $18.3 Billion

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email