Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Target Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 51,304 shares of DFAT stock, worth $2.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

51,304

Previous 35,279 45.42%

Holding current value

$2.89 Million

Previous $1.96 Million 45.51%

% of portfolio

0.04%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$54.54 - $61.04 $874,003 - $978,166	16,025 Added 45.42%	51,304 $2.86 Million
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $500,208 - $559,742	9,808 Added 38.51%	35,279 $1.96 Million
Q2 2024 Aug 13, 2024	BUY	$50.18 - $54.47 $109,041 - $118,363	2,173 Added 9.33%	25,471 $1.32 Million
Q1 2024 Aug 13, 2024	SELL	$49.45 - $54.43 $70,367 - $77,453	-1,423 Reduced 5.76%	23,298 $1.27 Million
Q2 2023 Aug 15, 2023	BUY	$41.44 - $46.39 $135,135 - $151,277	3,261 Added 15.2%	24,721 $1.15 Million
Q1 2023 May 15, 2023	BUY	$42.38 - $49.75 $595,947 - $699,584	14,062 Added 190.08%	21,460 $954,000
Q4 2022 Feb 16, 2023	SELL	$40.24 - $46.91 $364 Million - $424 Million	-9,037,530 Reduced 99.95%	4,427 $194,000
Q4 2022 Feb 16, 2023	BUY	$40.24 - $46.91 $119,553 - $139,369	2,971 Added 67.11%	7,398 $325,000
Q4 2022 Feb 15, 2023	BUY	$40.24 - $46.91 $363 Million - $424 Million	9,032,873 Added 99437.18%	9,041,957 $397 Million
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $10,020 - $12,022	258 Added 2.92%	9,084 $354,000
Q2 2022 Aug 15, 2022	SELL	$39.72 - $47.15 $496,182 - $588,997	-12,492 Reduced 58.6%	8,826 $355,000
Q1 2022 May 11, 2022	BUY	$44.35 - $48.64 $84,043 - $92,172	1,895 Added 9.76%	21,318 $993,000
Q4 2021 Feb 11, 2022	BUY	$44.48 - $49.36 $400 - $444	9 Added 0.05%	19,423 $923,000
Q3 2021 Nov 12, 2021	SELL	$41.66 - $45.84 $166 - $183	-4 Reduced 0.02%	19,414 $862,000
Q2 2021 Aug 13, 2021	BUY	$43.52 - $46.03 $845,071 - $893,810	19,418 New	19,418 $870,000

Others Institutions Holding DFAT

# of Institutions

724

Shares Held

164M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account

Moneta Group Investment Advisors LLC Dimensional ETF Tr U S Target Transaction History