Monument Group Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 767,323 shares of DFAI stock, worth $24 Million. This represents 15.31% of its overall portfolio holdings.
Number of Shares
767,323
Previous 717,462
6.95%
Holding current value
$24 Million
Previous $21.7 Billion
5.0%
% of portfolio
15.31%
Previous 16.07%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$195 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$171 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$160 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio