Montis Financial, LLC Dimensional ETF Tr Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montis Financial, LLC holds 24,067 shares of DFAE stock, worth $623,335. This represents 0.24% of its overall portfolio holdings.
Number of Shares
24,067
Previous 9,559
151.77%
Holding current value
$623,335
Previous $247,000
166.8%
% of portfolio
0.24%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
503Shares Held
151MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$403 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$118 Million0.01% of portfolio