Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
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 11,120 shares of DFAX stock, worth $325,260. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,120
Previous 9,984
11.38%
Holding current value
$325,260
Previous $248,000
18.15%
% of portfolio
0.29%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$329 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$232 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$229 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$225 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$168 Million4.32% of portfolio