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 $458,953. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,732
Previous 8,870 1.56%
Holding current value
$458,953
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
771
Shares Held
168M
Call Options Held
0
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
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