Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History
Joel Adams & Associates, Inc.
- $124 Billion
- Q3 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 13,037 shares of DFAX stock, worth $419,269. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,037
Previous 12,971
0.51%
Holding current value
$419,269
Previous $381 Million
7.39%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
664Shares Held
261MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$361 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$270 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$260 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$234 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$214 Million0.06% of portfolio