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 $59,534. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,893

Holding current value

$59,534

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$23.37 - $29.39 $44,239 - $55,635	1,893 New	1,893 $55.6 Million

Others Institutions Holding DFAX

# of Institutions

658

Shares Held

255M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$353 Million
3.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.02M
Shares

$252 Million
0.08% of portfolio
Envestnet Asset Management Inc

7.62M
Shares

$240 Million
0.07% of portfolio
Geometric Wealth Advisors

7M
Shares

$220 Million
33.48% of portfolio
Allworth Financial LP

6.28M
Shares

$198 Million
0.92% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Copia Wealth Management Dimensional ETF Tr Transaction History