Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 206,560 shares of DFAX stock, worth $5.36 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
206,560
Previous 215,080
3.96%
Holding current value
$5.36 Million
Previous $5.81 Million
11.6%
% of portfolio
0.83%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$236 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio