Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,030 shares of DFAT stock, worth $484,820. This represents 0.32% of its overall portfolio holdings.
Number of Shares
9,030
Previous 9,581
5.75%
Holding current value
$484,820
Previous $521 Million
10.18%
% of portfolio
0.32%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio