Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 70,898 shares of DFAX stock, worth $1.83 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
70,898Holding current value
$1.83 Million% of portfolio
1.79%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
540Shares Held
238MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio