Beacon Financial Advisory LLC Dimensional ETF Tr Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 7,754 shares of DFAX stock, worth $192,144. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,754Holding current value
$192,144% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio