Clayton Financial Group LLC Dimensional ETF Tr Transaction History
Clayton Financial Group LLC
- $231 Billion
- Q2 2024
A detailed history of Clayton Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clayton Financial Group LLC holds 10,420 shares of DFAX stock, worth $279,047. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,420
Previous 10,420
-0.0%
Holding current value
$279,047
Previous $265 Million
-0.0%
% of portfolio
0.11%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$301 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$261 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$198 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$196 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$148 Million21.36% of portfolio