Monumental Financial Group Inc. Dimensional ETF Tr Dimensional Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$21.35 - $25.2 $1.09 Million - $1.28 Million	50,963 New	50,963 $1.1 Million

Others Institutions Holding DFIC

# of Institutions

381

Shares Held

239M

Call Options Held

0

Put Options Held

0

Elser Financial Planning, Inc Indianapolis, IN

2.02B
Shares

$54.1 Billion
3.13% of portfolio
Envestnet Asset Management Inc

27M
Shares

$722 Million
0.25% of portfolio
Mercer Global Advisors Inc Denver, CO

25.7M
Shares

$688 Million
1.59% of portfolio
Forum Financial Management, LP Lombard, IL

15.8M
Shares

$422 Million
8.47% of portfolio
Evensky & Katz LLC

5.9M
Shares

$158 Million
10.81% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
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