Bt Wealth Management LLC Dimensional ETF Tr Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares 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