Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 26,316 shares of DFAX stock, worth $659,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,316
Previous 19,492 35.01%
Holding current value
$659,215
Previous $495,000 43.43%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.29 - $27.25 $165,754 - $185,954
6,824 Added 35.01%
26,316 $710,000
Q2 2024

Aug 13, 2024
BUY
$24.57 - $26.36 $27,149 - $29,127
1,105 Added 6.01%
19,492 $495,000
Q1 2024

Aug 13, 2024
BUY
$23.42 - $25.45 $257 - $279
11 Added 0.06%
18,387 $467,000
Q4 2023

Feb 15, 2024
SELL
$21.44 - $24.42 $86,746 - $98,803
-4,046 Reduced 18.04%
18,376 $448,000
Q3 2023

Nov 15, 2023
BUY
$22.41 - $24.35 $111,467 - $121,116
4,974 Added 28.51%
22,422 $504,000
Q2 2023

Aug 15, 2023
BUY
$22.56 - $24.03 $3,564 - $3,796
158 Added 0.91%
17,448 $406,000
Q1 2023

May 15, 2023
BUY
$21.74 - $23.72 $27,761 - $30,290
1,277 Added 7.97%
17,290 $398,000
Q4 2022

Feb 16, 2023
SELL
$18.81 - $22.36 $350 Million - $417 Million
-18,628,675 Reduced 99.98%
4,427 $95,000
Q4 2022

Feb 16, 2023
BUY
$18.81 - $22.36 $217,932 - $259,062
11,586 Added 261.71%
16,013 $345,000
Q4 2022

Feb 15, 2023
BUY
$18.81 - $22.36 $350 Million - $416 Million
18,616,003 Added 108871.88%
18,633,102 $402 Million
Q3 2022

Nov 14, 2022
SELL
$18.89 - $22.64 $24,141 - $28,933
-1,278 Reduced 6.95%
17,099 $323,000
Q2 2022

Aug 15, 2022
SELL
$21.22 - $25.37 $180,730 - $216,076
-8,517 Reduced 31.67%
18,377 $394,000
Q1 2022

May 11, 2022
BUY
$23.26 - $26.72 $186 - $213
8 Added 0.03%
26,894 $671,000
Q4 2021

Feb 11, 2022
BUY
$25.17 - $26.82 $3,699 - $3,942
147 Added 0.55%
26,886 $702,000
Q3 2021

Nov 12, 2021
BUY
$25.83 - $27.21 $690,668 - $727,568
26,739 New
26,739 $692,000

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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