Wealth Spring Partners, LLC Dimensional ETF Tr Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
A detailed history of Wealth Spring Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 118,364 shares of DFAX stock, worth $3.03 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
118,364
Previous 118,202
0.14%
Holding current value
$3.03 Million
Previous $2.76 Billion
3.26%
% of portfolio
1.99%
Previous 1.99%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$249 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$187 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$141 Million21.36% of portfolio