Monument Group Wealth Advisors, LLC DFAC Holdings History
Monument Group Wealth Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 1.96 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $64.75 Mil. This investment constitutes 44.88% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0.21% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 4 purchases of DFAC, at an average price of $28.81, for a total of 2.36 Mil shares. In addition, there have been 1 sales at an average price of $35.24 for 395,446.00 shares. Based on historical transaction data and DFAC's current price of $36.87, Monument Group Wealth Advisors, LLC's estimated gain on his DFAC holdings is $18.36 Mil, reflecting a 27.03% gain to date.
Monument Group Wealth Advisors, LLC DFAC ($36.87) Holding Chart
Monument Group Wealth Advisors, LLC DFAC ($36.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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