Bwm Planning, LLC Dimensional ETF Tr Transaction History
Bwm Planning, LLC
- $236 Billion
- Q1 2025
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 8,377 shares of DFAX stock, worth $240,168. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,377
Previous 8,356
0.25%
Holding current value
$240,168
Previous $208 Million
5.66%
% of portfolio
0.09%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio