Cardiff Park Advisors, LLC Dimensional ETF Tr Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 1,289,402 shares of DFAX stock, worth $32.5 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
1,289,402
Previous 1,247,913
3.32%
Holding current value
$32.5 Million
Previous $31.7 Million
9.79%
% of portfolio
2.4%
Previous 2.38%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio