Monograph Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History
Monograph Wealth Advisors, LLC
- $690 Million
- Q1 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 82,523 shares of DFUS stock, worth $5.33 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
82,523Holding current value
$5.33 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
761Shares Held
183MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.75 Billion3.81% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.16MShares$334 Million20.01% of portfolio
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Plancorp, LLC4.71MShares$305 Million11.37% of portfolio
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Envestnet Asset Management Inc3.84MShares$248 Million0.08% of portfolio