Montis Financial, LLC Dimensional ETF Tr U S Equity Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Montis Financial, LLC holds 12,393 shares of DFUS stock, worth $823,514. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,393Holding current value
$823,514% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
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Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
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Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio