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 $5.75 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
216,189
Previous 211,851
2.05%
Holding current value
$5.75 Million
Previous $4.54 Million
10.08%
% of portfolio
1.9%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio