Chicago Partners Investment Group LLC Dimensional ETF Tr Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 727,955 shares of DFAX stock, worth $18.6 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
727,955
Previous 686,819
5.99%
Holding current value
$18.6 Million
Previous $18.6 Million
2.45%
% of portfolio
0.64%
Previous 0.66%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio