Future You Wealth LLC Dimensional ETF Tr Transaction History
Future You Wealth LLC
- $156 Billion
- Q1 2025
A detailed history of Future You Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Future You Wealth LLC holds 12,683 shares of DFAX stock, worth $341,426. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,683
Previous 12,683
-0.0%
Holding current value
$341,426
Previous $315 Million
5.39%
% of portfolio
0.21%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares 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