Babb Wealth Advisors LLC Dimensional ETF Tr Transaction History
Babb Wealth Advisors LLC
- $125 Billion
- Q1 2025
A detailed history of Babb Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Babb Wealth Advisors LLC holds 1,101,163 shares of DFAX stock, worth $32.5 Million. This represents 23.12% of its overall portfolio holdings.
Number of Shares
1,101,163
Previous 1,070,385
2.88%
Holding current value
$32.5 Million
Previous $26.6 Billion
8.42%
% of portfolio
23.12%
Previous 21.44%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
634Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$331 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$234 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$231 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$227 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$163 Million21.04% of portfolio