Clayton Financial Group LLC Dimensional ETF Tr Transaction History
Clayton Financial Group LLC
- $267 Billion
- Q3 2024
A detailed history of Clayton Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clayton Financial Group LLC holds 10,420 shares of DFAX stock, worth $273,108. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,420
Previous 10,420
-0.0%
Holding current value
$273,108
Previous $265 Million
6.17%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$238 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$189 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$149 Million0.23% of portfolio