Red Lighthouse Investment Management, LLC Dimensional ETF Tr Transaction History
Red Lighthouse Investment Management, LLC
- $239 Billion
- Q2 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 63,044 shares of DFAX stock, worth $1.65 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
63,044
Previous 62,815
0.36%
Holding current value
$1.65 Million
Previous $1.6 Billion
0.29%
% of portfolio
0.67%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall 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 Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio