Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 30,061 shares of DFAX stock, worth $766,254. This represents 0.08% of its overall portfolio holdings.
Number of Shares
30,061
Previous 30,840
2.53%
Holding current value
$766,254
Previous $749 Million
4.38%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio