Monograph Wealth Advisors, LLC Dimensional ETF Tr Emerging Mk Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 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 34,685 shares of DFEV stock, worth $924,355. This represents 0.14% of its overall portfolio holdings.
Number of Shares
34,685
Previous 34,685
-0.0%
Holding current value
$924,355
Previous $953,000
3.57%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFEV
# of Institutions
160Shares Held
18.9MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.39MShares$63.6 Million4.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.3 Million0.04% of portfolio
-
Ritholtz Wealth Management965KShares$25.7 Million0.84% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$21 Million8.74% of portfolio
-
Marquette Asset Management, LLC637KShares$17 Million2.88% of portfolio