Copia Wealth Management Dimensional ETF Tr Transaction History
Copia Wealth Management
- $119 Billion
- Q2 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 $56,581. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,893Holding current value
$56,581% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
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Monograph Wealth Advisors, LLC5.54MShares$166 Million21.04% of portfolio