Monument Group Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Monument Group Wealth Advisors, LLC
- $135 Billion
- Q1 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,581 shares of DFAT stock, worth $527,050. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,581
Previous 8,981
6.68%
Holding current value
$527,050
Previous $470 Million
10.96%
% of portfolio
0.39%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
636Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$753 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$696 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$500 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$425 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$265 Million3.04% of portfolio