Elios Financial Group Inc. Dimensional ETF Tr Transaction History
Elios Financial Group Inc.
- $203 Billion
- Q1 2025
A detailed history of Elios Financial Group Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Elios Financial Group Inc. holds 125,708 shares of DFAX stock, worth $3.6 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
125,708
Previous 125,974
0.21%
Holding current value
$3.6 Million
Previous $3.13 Billion
5.17%
% of portfolio
1.62%
Previous 1.48%
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