Monograph Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Monograph Wealth Advisors, LLC
- $707 Million
- Q4 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 805,074 shares of DFAT stock, worth $41.8 Million. This represents 6.34% of its overall portfolio holdings.
Number of Shares
805,074
Previous 808,842
0.47%
Holding current value
$41.8 Million
Previous $45 Million
0.41%
% of portfolio
6.34%
Previous 6.19%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$731 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$647 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$465 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$374 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$267 Million2.33% of portfolio