Advisor Os, LLC Dimensional ETF Tr Transaction History
Advisor Os, LLC
- $970 Million
- Q2 2025
A detailed history of Advisor Os, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Os, LLC holds 7,297 shares of DFAX stock, worth $231,679. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,297
Previous 8,174
10.73%
Holding current value
$231,679
Previous $214,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
6 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