Monograph Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Monograph Wealth Advisors, LLC
- $727 Million
- Q3 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 30,543 shares of DFAR stock, worth $718,982. This represents 0.11% of its overall portfolio holdings.
Number of Shares
30,543
Previous 30,375
0.55%
Holding current value
$718,982
Previous $671,000
16.69%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
219Shares Held
35.6MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$69.4 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.3 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.3 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio