Bartlett & Co. Wealth Management LLC Dimensional ETF Tr Transaction History
Bartlett & Co. Wealth Management LLC
- $6.5 Trillion
- Q1 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 8,744 shares of DFAX stock, worth $226,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,744
Previous 10,920
19.93%
Holding current value
$226,119
Previous $267 Million
16.58%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
471Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$284 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio