Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History
Assured Partners Investment Advisors, LLC
- $518 Billion
- Q1 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 10,828 shares of DFAX stock, worth $320,833. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,828
Previous 10,800
0.26%
Holding current value
$320,833
Previous $268 Million
5.66%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio