Berger Financial Group, Inc Dimensional ETF Tr Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Berger Financial Group, Inc holds 53,966 shares of DFAX stock, worth $1.42 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,966

Holding current value

$1.42 Million

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$24.76 - $27.04 $1.34 Million - $1.46 Million	53,966 New	53,966 $1.34 Million

Others Institutions Holding DFAX

# of Institutions

564

Shares Held

243M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$296 Million
3.18% of portfolio
Envestnet Asset Management Inc

8.34M
Shares

$220 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$199 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$199 Million
35.57% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$159 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Berger Financial Group, Inc Dimensional ETF Tr Transaction History