Brewster Financial Planning LLC Dimensional ETF Tr Transaction History
Brewster Financial Planning LLC
- $116 Million
- Q1 2024
A detailed history of Brewster Financial Planning LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Brewster Financial Planning LLC holds 26,051 shares of DFAX stock, worth $672,115. This represents 0.57% of its overall portfolio holdings.
Number of Shares
26,051
Previous 26,051
-0.0%
Holding current value
$672,115
Previous $636,000
4.09%
% of portfolio
0.57%
Previous 0.58%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio