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 $299,350. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,120
Previous 9,984
11.38%
Holding current value
$299,350
Previous $248,000
18.15%
% of portfolio
0.29%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
587Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio