Blue Sky Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Blue Sky Wealth Advisors, LLC
- $644 Million
- Q1 2025
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 1,312,871 shares of DFAX stock, worth $35.1 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
1,312,871
Previous 1,254,599
4.64%
Holding current value
$35.1 Million
Previous $31.2 Million
10.29%
% of portfolio
5.34%
Previous 4.88%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
584Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio