Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $172 Billion
- Q1 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 202,465 shares of DFAX stock, worth $5.24 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
202,465
Previous 204,850
1.16%
Holding current value
$5.24 Million
Previous $5 Billion
2.6%
% of portfolio
2.98%
Previous 3.15%
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