Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Monograph Wealth Advisors, LLC
- $765 Million
- Q2 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 28,386 shares of DFAR stock, worth $675,302. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,386
Previous 30,986
8.39%
Holding current value
$675,302
Previous $736,000
9.65%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.3MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio