Dowling & Yahnke LLC Dimensional ETF Tr Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dowling & Yahnke LLC holds 216,189 shares of DFAX stock, worth $6.2 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
216,189
Previous 211,851
2.05%
Holding current value
$6.2 Million
Previous $4.54 Million
10.08%
% of portfolio
1.9%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio