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 $105,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,271

Holding current value

$105,835

% 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

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$278 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$225 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$186 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$178 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$141 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.

Account

Colonial Trust Advisors Dimensional ETF Tr Transaction History