Captrust Financial Advisors Dimensional ETF Tr Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 285,630 shares of DFAX stock, worth $7.54 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
285,630
Previous 291,314
1.95%
Holding current value
$7.54 Million
Previous $7.87 Million
9.76%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio