Monument Capital Management Dimensional ETF Tr U S Core Eq Transaction History
Monument Capital Management
- $358 Million
- Q3 2024
A detailed history of Monument Capital Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monument Capital Management holds 11,012 shares of DFAC stock, worth $400,286. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,012
Previous 11,012
-0.0%
Holding current value
$400,286
Previous $355,000
6.2%
% of portfolio
0.11%
Previous 0.11%
Shares
2 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