Monograph Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 734,326 shares of DFAT stock, worth $40.5 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
734,326
Previous 659,423
11.36%
Holding current value
$40.5 Million
Previous $35.9 Million
6.12%
% of portfolio
5.81%
Previous 5.49%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio