Baker Boyer National Bank Dimensional ETF Tr Transaction History
Baker Boyer National Bank
- $271 Million
- Q1 2025
A detailed history of Baker Boyer National Bank transactions in Dimensional ETF Tr stock. As of the latest transaction made, Baker Boyer National Bank holds 1,689,779 shares of DFAX stock, worth $48.7 Million. This represents 16.35% of its overall portfolio holdings.
Number of Shares
1,689,779
Previous 1,672,978
1.0%
Holding current value
$48.7 Million
Previous $41.6 Million
6.45%
% of portfolio
16.35%
Previous 14.4%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$324 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$229 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$226 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$222 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$166 Million4.32% of portfolio