Bwm Planning, LLC Dimensional ETF Tr Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 8,279 shares of DFAX stock, worth $218,482. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,279Holding current value
$218,482% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
500Shares Held
220MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$257 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$193 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$145 Million21.36% of portfolio