Monograph Wealth Advisors, LLC Dimensional ETF Tr Inflation P Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 71,166 shares of DFIP stock, worth $3.02 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
71,166
Previous 16,105
341.89%
Holding current value
$3.02 Million
Previous $664,000
337.5%
% of portfolio
0.44%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$87.1 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.4 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.4 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.3 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$17 Million8.75% of portfolio