Elios Financial Group Inc. Dimensional ETF Tr Transaction History

Elios Financial Group Inc.

$217 Billion
Q3 2024

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 119,434 shares of DFAX stock, worth $3.01 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

119,434

Holding current value

$3.01 Million

% of portfolio

1.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$24.29 - $27.25 $2.9 Million - $3.25 Million	119,434 New	119,434 $3.23 Billion

Others Institutions Holding DFAX

# of Institutions

513

Shares Held

223M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$283 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$229 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$189 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$182 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$144 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Elios Financial Group Inc. Dimensional ETF Tr Transaction History