Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 33,955 shares of DFAI stock, worth $1.24 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
33,955
Previous 8,880
282.38%
Holding current value
$1.24 Million
Previous $277,000
323.47%
% of portfolio
0.15%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
685Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio