Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History

Monument Group Wealth Advisors, LLC

  • $144 Billion
  • Q1 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 8,732 shares of DFAT stock, worth $428,479. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,732
Previous 8,870 1.56%
Holding current value
$428,479
Previous $494 Million 8.93%
% of portfolio
0.31%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$50.44 - $58.1 $6,960 - $8,017
-138 Reduced 1.56%
8,732 $450 Million
Q4 2024

Jan 15, 2025
SELL
$54.54 - $61.04 $8,726 - $9,766
-160 Reduced 1.77%
8,870 $494 Million
Q2 2024

Aug 06, 2024
SELL
$50.18 - $54.47 $27,649 - $30,012
-551 Reduced 5.75%
9,030 $468 Million
Q1 2024

May 07, 2024
BUY
$49.45 - $54.43 $29,670 - $32,658
600 Added 6.68%
9,581 $521 Million
Q4 2023

Feb 01, 2024
BUY
$42.71 - $53.09 $383,578 - $476,801
8,981 New
8,981 $470 Million

Others Institutions Holding DFAT

# of Institutions
758
Shares Held
167M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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