Montis Financial, LLC Dimensional ETF Tr Transaction History

Montis Financial, LLC

  • $322 Million
  • Q4 2024

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 11,273 shares of DFAI stock, worth $350,703. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,273
Previous 10,569 6.66%
Holding current value
$350,703
Previous $335,000 1.79%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$29.0 - $31.6 $20,416 - $22,246
704 Added 6.66%
11,273 $329,000
Q3 2024

Oct 10, 2024
BUY
$28.69 - $32.06 $7,344 - $8,207
256 Added 2.48%
10,569 $335,000
Q2 2024

Aug 07, 2024
BUY
$28.93 - $30.91 $298,355 - $318,774
10,313 New
10,313 $305,000

Others Institutions Holding DFAI

# of Institutions
615
Shares Held
231M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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