Accredited Investor Services, LLC Dimensional ETF Tr Transaction History
Accredited Investor Services, LLC
- $120 Billion
- Q1 2025
A detailed history of Accredited Investor Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accredited Investor Services, LLC holds 830,205 shares of DFAX stock, worth $24.6 Million. This represents 18.17% of its overall portfolio holdings.
Number of Shares
830,205
Previous 796,149
4.28%
Holding current value
$24.6 Million
Previous $19.8 Billion
9.9%
% of portfolio
18.17%
Previous 15.84%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
617Shares Held
249MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio