Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 228,993 shares of DFAX stock, worth $5.94 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
228,993
Previous 241,488
5.17%
Holding current value
$5.94 Million
Previous $6.52 Billion
12.72%
% of portfolio
3.4%
Previous 4.12%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio