Capital Group Private Client Services, Inc. Dimensional ETF Tr Transaction History
Capital Group Private Client Services, Inc.
- $10.2 Billion
- Q4 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 $1.57 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,917
Previous 58,917
-0.0%
Holding current value
$1.57 Million
Previous $1.59 Million
7.98%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio