Colonial Trust Advisors Dimensional ETF Tr Transaction History

Colonial Trust Advisors

$1.14 Billion
Q3 2024

A detailed history of Colonial Trust Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colonial Trust Advisors holds 4,271 shares of DFAX stock, worth $107,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,271

Holding current value

$107,714

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$24.29 - $27.25 $103,742 - $116,384	4,271 New	4,271 $115,000

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$283 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$229 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$189 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$182 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$144 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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Colonial Trust Advisors Dimensional ETF Tr Transaction History