Trust CO Of The South Dimensional ETF Tr Transaction History
Trust CO Of The South
- $472 Billion
- Q3 2024
A detailed history of Trust CO Of The South transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trust CO Of The South holds 385,460 shares of DFAX stock, worth $10.4 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
385,460
Previous 389,808
1.12%
Holding current value
$10.4 Million
Previous $9.91 Billion
5.07%
% of portfolio
2.2%
Previous 2.35%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
493Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio