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

Monument Group Wealth Advisors, LLC

  • $141 Billion
  • Q4 2024

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 9,645 shares of DFUV stock, worth $408,079. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,645
Previous 9,644 0.01%
Holding current value
$408,079
Previous $402 Million 1.84%
% of portfolio
0.28%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
700
Shares Held
275M
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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