Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 9,984 shares of DFAX stock, worth $259,683. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,984Holding current value
$259,683% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
553Shares Held
240MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio