Capital Group Private Client Services, Inc. Dimensional ETF Tr Transaction History
Capital Group Private Client Services, Inc.
- $9.94 Billion
- Q3 2024
A detailed history of Capital Group Private Client Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 58,917 shares of DFAX stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
58,917
Previous 59,279
0.61%
Holding current value
$1.46 Million
Previous $1.51 Million
5.64%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio