Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Transaction History
Di Nuzzo Private Wealth, Inc.
- $634 Million
- Q3 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 215,080 shares of DFAX stock, worth $5.35 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
215,080
Previous 217,968
1.32%
Holding current value
$5.35 Million
Previous $5.54 Million
4.86%
% of portfolio
0.92%
Previous 0.96%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$279 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$226 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio