Monument Group Wealth Advisors, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 235,229 shares of DFAE stock, worth $7.12 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares

235,229

Previous 229,585 2.46%

Holding current value

$7.12 Million

Previous $5.94 Billion 14.57%

% of portfolio

4.29%

Previous 4.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$22.87 - $28.95 $129,078 - $163,393	5,644 Added 2.46%	235,229 $6.81 Billion
Q1 2025 Apr 24, 2025	BUY	$24.64 - $26.86 $116,152 - $126,618	4,714 Added 2.1%	229,585 $5.94 Billion
Q4 2024 Jan 15, 2025	SELL	$25.36 - $28.15 $1.12 Million - $1.24 Million	-44,102 Reduced 16.4%	224,871 $5.71 Billion
Q3 2024 Oct 18, 2024	BUY	$24.46 - $27.82 $453,561 - $515,866	18,543 Added 7.4%	268,973 $7.37 Billion
Q2 2024 Aug 06, 2024	BUY	$24.03 - $26.3 $433,477 - $474,425	18,039 Added 7.76%	250,430 $6.48 Billion
Q1 2024 May 07, 2024	BUY	$22.74 - $24.88 $649,522 - $710,647	28,563 Added 14.01%	232,391 $5.74 Billion
Q4 2023 Feb 01, 2024	BUY	$21.63 - $24.11 $4.41 Million - $4.91 Million	203,828 New	203,828 $4.91 Billion

Others Institutions Holding DFAE

# of Institutions

603

Shares Held

175M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History