Cyndeo Wealth Partners, LLC Dimensional ETF Tr Transaction History
Cyndeo Wealth Partners, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 138,616 shares of DFAX stock, worth $3.71 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
138,616
Previous 137,474
0.83%
Holding current value
$3.71 Million
Previous $3.71 Million
7.22%
% of portfolio
0.24%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio