Mpwm Advisory Solutions, LLC Dimensional ETF Tr Transaction History
Mpwm Advisory Solutions, LLC
- $158 Billion
- Q2 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 12,023 shares of DFAX stock, worth $381,730. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,023
Previous 12,019
0.03%
Holding current value
$381,730
Previous $315 Million
12.14%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$357 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$255 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$242 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio