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 6,070 shares of DFAU stock, worth $242,557. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,070
Previous 5,450
11.38%
Holding current value
$242,557
Previous $204,000
17.65%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio