Cibc Private Wealth Group, LLC Dimensional ETF Tr Transaction History
Cibc Private Wealth Group, LLC
- $51.4 Billion
- Q2 2024
A detailed history of Cibc Private Wealth Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 7,660 shares of DFAX stock, worth $199,772. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,660
Previous 8,300
7.71%
Holding current value
$199,772
Previous $211,000
8.06%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio