Monograph Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 245,170 shares of DFIV stock, worth $9.31 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
245,170
Previous 195,385
25.48%
Holding current value
$9.31 Million
Previous $7.18 Million
22.72%
% of portfolio
1.34%
Previous 1.1%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
528Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$634 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$557 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$424 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$276 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$255 Million0.04% of portfolio