Montis Financial, LLC Dimensional ETF Tr U S Small C Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Montis Financial, LLC holds 5,413 shares of DFAS stock, worth $325,483. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,413
Previous 5,218
3.74%
Holding current value
$325,483
Previous $338,000
4.14%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$796 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$452 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$393 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$311 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$164 Million1.82% of portfolio