Better Wealth, LLC Dimensional ETF Tr Transaction History
Better Wealth, LLC
- $324 Million
- Q1 2025
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 1,794,893 shares of DFAX stock, worth $51.5 Million. This represents 14.51% of its overall portfolio holdings.
Number of Shares
1,794,893
Previous 1,754,718
2.29%
Holding current value
$51.5 Million
Previous $43.6 Million
7.8%
% of portfolio
14.51%
Previous 12.23%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio