Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 84,049 shares of DFAX stock, worth $2.14 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
84,049
Previous 83,876
0.21%
Holding current value
$2.14 Million
Previous $2.13 Billion
6.48%
% of portfolio
1.08%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio