Monument Group Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,786 shares of DFUV stock, worth $381,458. This represents 0.3% of its overall portfolio holdings.
Number of Shares
9,786
Previous 9,855
0.7%
Holding current value
$381,458
Previous $367 Million
9.12%
% of portfolio
0.3%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio