Advisor Os, LLC Dimensional ETF Tr Transaction History
Advisor Os, LLC
- $968 Million
- Q3 2024
A detailed history of Advisor Os, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Os, LLC holds 8,471 shares of DFAX stock, worth $215,163. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,471
Previous 8,438
0.39%
Holding current value
$215,163
Previous $214,000
6.54%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio