Everest Management Corp. Dimensional ETF Tr Transaction History
Everest Management Corp.
- $139 Billion
- Q2 2025
A detailed history of Everest Management Corp. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Everest Management Corp. holds 8,585 shares of DFAX stock, worth $269,998. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,585
Previous 8,585
-0.0%
Holding current value
$269,998
Previous $225 Million
12.1%
% of portfolio
0.18%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
659Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio