Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $122 Billion
- Q3 2024
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 14,409 shares of DFAX stock, worth $380,397. This represents 0.32% of its overall portfolio holdings.
Number of Shares
14,409
Previous 15,112
4.65%
Holding current value
$380,397
Previous $390 Million
0.14%
% of portfolio
0.32%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$240 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$190 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$151 Million0.23% of portfolio