Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Capital Investment Advisory Services, LLC
- $972 Million
- Q4 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 $29,605. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,156
-0.0%
Holding current value
$29,605
Previous $31,000
9.68%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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