Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 31,221 shares of DFAX stock, worth $847,337. This represents 0.06% of its overall portfolio holdings.
Number of Shares
31,221
Previous 31,221
-0.0%
Holding current value
$847,337
Previous $794,000
-0.0%
% of portfolio
0.06%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio