Monument Group Wealth Advisors, LLC DFAI Holdings History
Monument Group Wealth Advisors, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 717,030.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $22.39 Mil. This investment constitutes 15.52% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0.25% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 3 purchases of DFAI, at an average price of $27.43, for a total of 837,896.00 shares. In addition, there have been 2 sales at an average price of $30.31 for 120,866.00 shares. Based on historical transaction data and DFAI's current price of $35.02, Monument Group Wealth Advisors, LLC's estimated gain on his DFAI holdings is $5.79 Mil, reflecting a 25.19% gain to date.
Monument Group Wealth Advisors, LLC DFAI ($35.02) Holding Chart
Monument Group Wealth Advisors, LLC DFAI ($35.02) 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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