Better Wealth, LLC Dimensional ETF Tr Transaction History
Better Wealth, LLC
- $355 Million
- Q2 2025
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 1,830,211 shares of DFAX stock, worth $58 Million. This represents 15.12% of its overall portfolio holdings.
Number of Shares
1,830,211
Previous 1,794,893
1.97%
Holding current value
$58 Million
Previous $47 Million
14.3%
% of portfolio
15.12%
Previous 14.51%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
654Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$356 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$254 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$241 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$222 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio