Brewster Financial Planning LLC Dimensional ETF Tr Transaction History
Brewster Financial Planning LLC
- $135 Million
- Q1 2025
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 25,469 shares of DFAX stock, worth $734,271. This represents 0.49% of its overall portfolio holdings.
Number of Shares
25,469
Previous 25,205
1.05%
Holding current value
$734,271
Previous $626,000
6.55%
% of portfolio
0.49%
Previous 0.47%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$324 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$229 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$226 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$222 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$166 Million4.32% of portfolio