Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Monograph Wealth Advisors, LLC
- $937 Million
- Q3 2025
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 876,662 shares of DFEM stock, worth $29 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
876,662
Previous 756,742
15.85%
Holding current value
$29 Million
Previous $22.5 Million
25.17%
% of portfolio
3.0%
Previous 2.93%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
499Shares Held
174MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio