Balasa Dinverno & Foltz LLC Dimensional ETF Tr Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 292,412 shares of DFAX stock, worth $7.94 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
292,412
Previous 302,897
3.46%
Holding current value
$7.94 Million
Previous $6.49 Million
14.94%
% of portfolio
0.35%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio