Arbor Wealth Advisors LLC Dimensional ETF Tr Transaction History

Arbor Wealth Advisors LLC

$106 Billion
Q1 2024

A detailed history of Arbor Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arbor Wealth Advisors LLC holds 8,047 shares of DFAX stock, worth $207,612. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,047

Holding current value

$207,612

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	BUY	$23.42 - $25.45 $188,460 - $204,796	8,047 New	8,047 $205 Million

Others Institutions Holding DFAX

# of Institutions

472

Shares Held

211M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.5M
Shares

$298 Million
3.33% of portfolio
Envestnet Asset Management Inc

11M
Shares

$283 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

7.42M
Shares

$191 Million
0.1% of portfolio
Geometric Wealth Advisors

6.44M
Shares

$166 Million
39.35% of portfolio
Commonwealth Equity Services, LLC

5.73M
Shares

$148 Million
0.24% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Arbor Wealth Advisors LLC Dimensional ETF Tr Transaction History