Bare Financial Services, Inc Dimensional ETF Tr Transaction History
Bare Financial Services, Inc
- $190 Billion
- Q2 2024
A detailed history of Bare Financial Services, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bare Financial Services, Inc holds 317 shares of DFAX stock, worth $8,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
317
Previous 357
11.2%
Holding current value
$8,565
Previous $8.91 Million
7.54%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares 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