Atlas Wealth LLC Dimensional ETF Tr Transaction History

Atlas Wealth LLC

$232 Billion
Q3 2024

A detailed history of Atlas Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Wealth LLC holds 7,619 shares of DFAX stock, worth $194,589. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,619

Holding current value

$194,589

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$24.29 - $27.25 $185,065 - $207,617	7,619 New	7,619 $206 Million

Others Institutions Holding DFAX

# of Institutions

527

Shares Held

230M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$287 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$232 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$191 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$184 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$146 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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