Montis Financial, LLC Dimensional ETF Tr Transaction History

Montis Financial, LLC

$218 Million
Q2 2024

A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 10,313 shares of DFAI stock, worth $328,675. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,313

Holding current value

$328,675

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$28.93 - $30.91 $298,355 - $318,774	10,313 New	10,313 $305,000

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

Sym Financial Corp

6.24M
Shares

$199 Million
29.57% of portfolio
Cable Hill Partners, LLC Portland, OR

5.47M
Shares

$174 Million
18.48% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$163 Million
0.01% of portfolio
Northern Trust Corp Chicago, IL

4.24M
Shares

$135 Million
0.02% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$132 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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