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 $649,086. This represents 0.24% of its overall portfolio holdings.
Number of Shares
24,067
Previous 9,559
151.77%
Holding current value
$649,086
Previous $247,000
166.8%
% of portfolio
0.24%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
464Shares Held
137MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$342 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$165 Million2.17% of portfolio
-
Ubs Group Ag5.16MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$115 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$100 Million0.03% of portfolio