Monument Group Wealth Advisors, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 119,534 shares of DFAR stock, worth $2.65 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
119,534
Previous 93,947 27.24%
Holding current value
$2.65 Million
Previous $2.14 Billion 25.17%
% of portfolio
1.98%
Previous 1.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
197
Shares Held
29.7M
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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