Advisor Partners Ii, LLC Dimensional ETF Tr Transaction History
Advisor Partners Ii, LLC
- $2.47 Billion
- Q3 2023
A detailed history of Advisor Partners Ii, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 230,605 shares of DFAX stock, worth $6.22 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
230,605
Previous 224,347
2.79%
Holding current value
$6.22 Million
Previous $5.23 Million
0.69%
% of portfolio
0.21%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio