Belpointe Asset Management LLC Dimensional ETF Tr Transaction History
Belpointe Asset Management LLC
- $1.49 Billion
- Q3 2024
A detailed history of Belpointe Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 262 shares of DFAX stock, worth $6,691. This represents 0.0% of its overall portfolio holdings.
Number of Shares
262
Previous 261
0.38%
Holding current value
$6,691
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio