Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Dimensional ETF Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 12,374 shares of DFAX stock, worth $326,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,374Holding current value
$326,797% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
575Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio