Montis Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Montis Financial, LLC holds 69,844 shares of DFAC stock, worth $2.54 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
69,844
Previous 75,988
8.09%
Holding current value
$2.54 Million
Previous $2.45 Million
2.25%
% of portfolio
0.85%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
919Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.06 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.82 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.37 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.36 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$645 Million0.28% of portfolio