Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Monument Group Wealth Advisors, LLC

$141 Billion
Q4 2024

A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,866,160 shares of DFAC stock, worth $64.4 Million. This represents 45.7% of its overall portfolio holdings.

Number of Shares

1,866,160

Previous 2,261,606 17.49%

Holding current value

$64.4 Million

Previous $77.6 Billion 16.76%

% of portfolio

45.7%

Previous 46.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$33.92 - $36.6 $13.4 Million - $14.5 Million	-395,446 Reduced 17.49%	1,866,160 $64.6 Billion
Q3 2024 Oct 18, 2024	BUY	$31.05 - $34.29 $5.11 Million - $5.65 Million	164,629 Added 7.85%	2,261,606 $77.6 Billion
Q2 2024 Aug 06, 2024	BUY	$30.09 - $32.37 $12.2 Million - $13.1 Million	404,248 Added 23.88%	2,096,977 $67.6 Billion
Q1 2024 May 07, 2024	BUY	$28.62 - $31.95 $5.54 Million - $6.18 Million	193,583 Added 12.91%	1,692,729 $54.1 Billion
Q4 2023 Feb 01, 2024	BUY	$24.91 - $29.38 $37.3 Million - $44 Million	1,499,146 New	1,499,146 $43.8 Billion

Others Institutions Holding DFAC

# of Institutions

1,056

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History