Align Wealth Management, LLC Dimensional ETF Tr Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Align Wealth Management, LLC holds 300,295 shares of DFAX stock, worth $7.75 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
300,295Holding current value
$7.75 Million% of portfolio
4.8%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
472Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
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Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
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Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
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Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio