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 $7.87 Million. This represents 4.8% of its overall portfolio holdings.
Number of Shares
300,295Holding current value
$7.87 Million% of portfolio
4.8%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$238 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
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Geometric Wealth Advisors7.2MShares$189 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$149 Million0.23% of portfolio