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 10,569 shares of DFAI stock, worth $323,411. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,569
Previous 10,313
2.48%
Holding current value
$323,411
Previous $305,000
9.84%
% of portfolio
0.12%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$166 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$156 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio