Cedar Wealth Management, LLC Dimensional ETF Tr Transaction History
Cedar Wealth Management, LLC
- $290 Million
- Q2 2025
A detailed history of Cedar Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 4,709 shares of DFAX stock, worth $148,098. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,709
Previous 4,709
-0.0%
Holding current value
$148,098
Previous $123,000
12.2%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
657Shares Held
253MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio