Everest Management Corp. Dimensional ETF Tr Transaction History
Everest Management Corp.
- $110 Billion
- Q1 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 $246,131. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,585
Previous 8,585
-0.0%
Holding current value
$246,131
Previous $213 Million
5.39%
% of portfolio
0.21%
Previous 0.19%
Shares
1 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