Aquire Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Aquire Wealth Advisors, LLC
- $323 Million
- Q4 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 69,501 shares of DFAX stock, worth $1.86 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
69,501
Previous 68,768
1.07%
Holding current value
$1.86 Million
Previous $1.86 Million
7.0%
% of portfolio
0.53%
Previous 0.58%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio