Monument Group Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Monument Group Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,646 shares of DFUV stock, worth $410,533. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,646
Previous 9,645 0.01%
Holding current value
$410,533
Previous $398 Million 2.6%
% of portfolio
0.26%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$36.25 - $42.28 $36 - $42
1 Added 0.01%
9,646 $408 Million
Q4 2024

Jan 15, 2025
BUY
$40.38 - $44.35 $40 - $44
1 Added 0.01%
9,645 $395 Million
Q2 2024

Aug 06, 2024
SELL
$38.53 - $40.76 $5,471 - $5,787
-142 Reduced 1.45%
9,644 $379 Million
Q1 2024

May 07, 2024
SELL
$36.22 - $40.9 $2,499 - $2,822
-69 Reduced 0.7%
9,786 $400 Million
Q4 2023

Feb 01, 2024
BUY
$31.85 - $37.39 $313,881 - $368,478
9,855 New
9,855 $367 Million

Others Institutions Holding DFUV

# of Institutions
735
Shares Held
277M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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