David Wealth Management LLC Dimensional ETF Tr Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 677,356 shares of DFAX stock, worth $17.4 Million. This represents 13.91% of its overall portfolio holdings.
Number of Shares
677,356Holding current value
$17.4 Million% of portfolio
13.91%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
540Shares Held
238MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$195 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio