Colton Groome Financial Advisors, LLC Dimensional ETF Tr Transaction History
Colton Groome Financial Advisors, LLC
- $267 Million
- Q3 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 13,727 shares of DFAX stock, worth $346,194. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,727
Previous 13,727
-0.0%
Holding current value
$346,194
Previous $348,000
6.32%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio