Monument Group Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,644 shares of DFUV stock, worth $420,478. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,644
Previous 9,644
-0.0%
Holding current value
$420,478
Previous $379 Million
6.17%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.54 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.44 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$807 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$629 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$474 Million0.65% of portfolio