Applied Capital LLC Dimensional ETF Tr Transaction History
Applied Capital LLC
- $165 Million
- Q1 2024
A detailed history of Applied Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Applied Capital LLC holds 70,038 shares of DFAX stock, worth $1.83 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
70,038
Previous 70,913
1.23%
Holding current value
$1.83 Million
Previous $1.73 Million
2.89%
% of portfolio
1.08%
Previous 0.98%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio