Monument Group Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 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 9,645 shares of DFUV stock, worth $411,937. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,645
Previous 9,644
0.01%
Holding current value
$411,937
Previous $402 Million
1.84%
% of portfolio
0.28%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
665Shares Held
271MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.51 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.41 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$767 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$616 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$465 Million0.65% of portfolio