Capital Group Private Client Services, Inc. Dimensional ETF Tr Transaction History
Capital Group Private Client Services, Inc.
- $9.55 Billion
- Q1 2025
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 60,029 shares of DFAX stock, worth $1.81 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
60,029
Previous 58,917
1.89%
Holding current value
$1.81 Million
Previous $1.46 Million
7.38%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$167 Million21.04% of portfolio