Diversified Trust CO Dimensional ETF Tr Transaction History
Diversified Trust CO
- $3.3 Billion
- Q4 2024
A detailed history of Diversified Trust CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversified Trust CO holds 38,077 shares of DFAX stock, worth $975,151. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,077
Previous 38,077
-0.0%
Holding current value
$975,151
Previous $1.03 Million
7.98%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio