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 $316,031. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,374Holding current value
$316,031% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio