Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 821,668 shares of DISV stock, worth $21.8 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
821,668
Previous 725,361
13.28%
Holding current value
$21.8 Million
Previous $19.5 Million
22.33%
% of portfolio
3.29%
Previous 2.98%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$228 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$165 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$83.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.6 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$35.9 Million1.2% of portfolio