Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Monograph Wealth Advisors, LLC
- $707 Million
- Q4 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 684,021 shares of DFEM stock, worth $18.2 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
684,021
Previous 795,439
14.01%
Holding current value
$18.2 Million
Previous $22.4 Million
19.99%
% of portfolio
2.53%
Previous 3.08%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
154MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio