Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.21 Billion
- Q1 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 2,174,573 shares of DFAX stock, worth $66.4 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
2,174,573
Previous 2,424,853
10.32%
Holding current value
$66.4 Million
Previous $60.3 Million
5.49%
% of portfolio
4.71%
Previous 4.82%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
652Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$343 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$245 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$192 Million0.92% of portfolio