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 9,347 shares of DFAX stock, worth $244,984. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,347
Previous 19,003
50.81%
Holding current value
$244,984
Previous $483,000
47.83%
% of portfolio
0.09%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$255 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$189 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$149 Million0.23% of portfolio