Bwm Planning, LLC Dimensional ETF Tr Transaction History
Bwm Planning, LLC
- $225 Billion
- Q3 2024
A detailed history of Bwm Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bwm Planning, LLC holds 8,279 shares of DFAX stock, worth $205,567. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,279Holding current value
$205,567% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$279 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$226 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio