Clayton Financial Group LLC Dimensional ETF Tr Transaction History
Clayton Financial Group LLC
- $273 Billion
- Q1 2025
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 $298,116. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,420
Previous 10,420
-0.0%
Holding current value
$298,116
Previous $259 Million
5.39%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
247MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$321 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$224 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$220 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$164 Million4.32% of portfolio