Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Monograph Wealth Advisors, LLC
- $690 Million
- Q1 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 30,986 shares of DFAR stock, worth $732,199. This represents 0.11% of its overall portfolio holdings.
Number of Shares
30,986
Previous 30,986
-0.0%
Holding current value
$732,199
Previous $721,000
2.08%
% of portfolio
0.11%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.6 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio