Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $387 Billion
- Q1 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 104,560 shares of DFAX stock, worth $2.7 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
104,560
Previous 84,758
23.36%
Holding current value
$2.7 Million
Previous $2.07 Billion
28.52%
% of portfolio
0.69%
Previous 0.64%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio