City State Bank Dimensional ETF Tr Transaction History
City State Bank
- $272 Million
- Q3 2024
A detailed history of City State Bank transactions in Dimensional ETF Tr stock. As of the latest transaction made, City State Bank holds 5,000 shares of DFAX stock, worth $122,700. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,000
Previous 5,000
-0.0%
Holding current value
$122,700
Previous $127,000
6.3%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
222MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$276 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$223 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$184 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$177 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$140 Million0.23% of portfolio