Copia Wealth Management Dimensional ETF Tr Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Copia Wealth Management holds 1,893 shares of DFAX stock, worth $60,594. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,893
Previous 1,893
-0.0%
Holding current value
$60,594
Previous $55.6 Million
6.84%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio