Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Capital Investment Advisory Services, LLC
- $916 Million
- Q2 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 $30,194. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,156
Previous 1,156
-0.0%
Holding current value
$30,194
Previous $29,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio