Certified Advisory Corp Dimensional ETF Tr Transaction History
Certified Advisory Corp
- $910 Million
- Q4 2024
A detailed history of Certified Advisory Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Certified Advisory Corp holds 13,609 shares of DFAX stock, worth $340,497. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,609
Previous 13,484
0.93%
Holding current value
$340,497
Previous $364,000
7.14%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio