Better Wealth, LLC Dimensional ETF Tr Transaction History
Better Wealth, LLC
- $330 Million
- Q3 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 921,792 shares of DFAX stock, worth $22.8 Million. This represents 7.54% of its overall portfolio holdings.
Number of Shares
921,792
Previous 917,500
0.47%
Holding current value
$22.8 Million
Previous $23.3 Million
6.75%
% of portfolio
7.54%
Previous 7.62%
Shares
12 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
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio