Monument Group Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 13,630 shares of DFAR stock, worth $314,853. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,630
Previous 32,774 58.41%
Holding current value
$314,853
Previous $724 Million 51.75%
% of portfolio
0.21%
Previous 0.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$21.91 - $26.03 $419,445 - $498,318
-19,144 Reduced 58.41%
13,630 $349 Million
Q2 2024

Aug 06, 2024
SELL
$20.41 - $22.23 $1.77 Million - $1.93 Million
-86,760 Reduced 72.58%
32,774 $724 Million
Q1 2024

May 07, 2024
BUY
$21.28 - $22.96 $544,491 - $587,477
25,587 Added 27.24%
119,534 $2.67 Billion
Q4 2023

Feb 01, 2024
BUY
$18.45 - $23.08 $1.73 Million - $2.17 Million
93,947 New
93,947 $2.14 Billion

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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