Rialto Wealth Management, LLC Dimensional ETF Tr Transaction History
Rialto Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 883 shares of DFAX stock, worth $25,951. This represents 0.01% of its overall portfolio holdings.
Number of Shares
883
Previous 883
-0.0%
Holding current value
$25,951
Previous $22 Million
99.9%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$330 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$233 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$230 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$226 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$169 Million4.32% of portfolio