Partners In Financial Planning Dimensional ETF Tr Transaction History
Partners In Financial Planning
- $490 Billion
- Q4 2024
A detailed history of Partners In Financial Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Partners In Financial Planning holds 26,869 shares of DFAX stock, worth $698,862. This represents 0.14% of its overall portfolio holdings.
Number of Shares
26,869Holding current value
$698,862% of portfolio
0.14%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