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 $1.51 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
58,917
Previous 59,279
0.61%
Holding current value
$1.51 Million
Previous $1.51 Million
5.64%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio