Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 31,835 shares of DFAX stock, worth $811,155. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,835
Previous 31,835
-0.0%
Holding current value
$811,155
Previous $809 Million
6.25%
% of portfolio
0.38%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
517Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio