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
473Shares Held
212MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$300 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$286 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$168 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio