Allworth Financial LP Dimensional ETF Tr Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allworth Financial LP holds 3,682,172 shares of DFAX stock, worth $93.7 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
3,682,172
Previous 3,699,198
0.46%
Holding current value
$93.7 Million
Previous $90.3 Million
3.7%
% of portfolio
0.67%
Previous 0.69%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio