Evernest Financial Advisors, LLC Dimensional ETF Tr Transaction History
Evernest Financial Advisors, LLC
- $219 Million
- Q2 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 169,711 shares of DFAX stock, worth $4.61 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
169,711
Previous 156,722
8.29%
Holding current value
$4.61 Million
Previous $3.86 Billion
99.89%
% of portfolio
1.97%
Previous 1.83%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio