Lantern Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Lantern Wealth Advisors, LLC
- $144 Billion
- Q3 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 122,621 shares of DFAX stock, worth $3.11 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
122,621
Previous 121,711
0.75%
Holding current value
$3.11 Million
Previous $3.09 Billion
71.52%
% of portfolio
0.61%
Previous 2.24%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio