Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Capital Investment Advisory Services, LLC
- $988 Million
- Q3 2024
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 1,156 shares of DFAX stock, worth $29,362. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,156
-0.0%
Holding current value
$29,362
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio