Monument Group Wealth Advisors, LLC DFAE Holdings History
Monument Group Wealth Advisors, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 229,585.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $5.94 Mil. This investment constitutes 4.12% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0.11% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 4 purchases of DFAE, at an average price of $23.40, for a total of 273,687.00 shares. In addition, there have been 1 sales at an average price of $26.44 for 44,102.00 shares. Based on historical transaction data and DFAE's current price of $29.71, Monument Group Wealth Advisors, LLC's estimated gain on his DFAE holdings is $1.58 Mil, reflecting a 24.74% gain to date.
Monument Group Wealth Advisors, LLC DFAE ($29.71) Holding Chart
Monument Group Wealth Advisors, LLC DFAE ($29.71) 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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