Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 2,118,305 shares of DFAX stock, worth $64.7 Million. This represents 4.62% of its overall portfolio holdings.
Number of Shares
2,118,305
Previous 2,174,573
2.59%
Holding current value
$64.7 Million
Previous $57 Million
9.2%
% of portfolio
4.62%
Previous 4.71%
Shares
16 transactions
Others Institutions Holding DFAX
# of Institutions
652Shares Held
253MCall 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