Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 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 837,896 shares of DFAI stock, worth $24.9 Million. This represents 16.0% of its overall portfolio holdings.

Number of Shares
837,896
Previous 767,323 9.2%
Holding current value
$24.9 Million
Previous $22.8 Billion 16.96%
% of portfolio
16.0%
Previous 15.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
538
Shares Held
179M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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