Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 2,261,606 shares of DFAC stock, worth $78.7 Million. This represents 46.61% of its overall portfolio holdings.
Number of Shares
2,261,606
Previous 2,096,977
7.85%
Holding current value
$78.7 Million
Previous $67.6 Billion
14.71%
% of portfolio
46.61%
Previous 45.47%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.97 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.74 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$618 Million0.28% of portfolio