Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 756,442 shares of DFEM stock, worth $21.6 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
756,442
Previous 553,174
36.75%
Holding current value
$21.6 Million
Previous $14.1 Million
43.4%
% of portfolio
3.08%
Previous 2.16%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$431 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$156 Million0.26% of portfolio
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Truepoint, Inc.4.23MShares$121 Million3.28% of portfolio
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High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio