David Wealth Management LLC Dimensional ETF Tr Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 677,356 shares of DFAX stock, worth $17.5 Million. This represents 13.91% of its overall portfolio holdings.
Number of Shares
677,356Holding current value
$17.5 Million% of portfolio
13.91%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio