Lantern Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Lantern Wealth Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 121,711 shares of DFAX stock, worth $3.19 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
121,711
Previous 121,185
0.43%
Holding current value
$3.19 Million
Previous $3.08 Billion
0.36%
% of portfolio
2.24%
Previous 2.17%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares 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