Montis Financial, LLC Dimensional ETF Tr U S Core Eq Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Montis Financial, LLC holds 69,844 shares of DFAC stock, worth $2.41 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
69,844
Previous 75,988
8.09%
Holding current value
$2.41 Million
Previous $2.45 Million
2.25%
% of portfolio
0.85%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$610 Million0.29% of portfolio