Financial Alternatives, Inc Dimensional ETF Tr Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Alternatives, Inc holds 19,447 shares of DFAX stock, worth $496,676. This represents 0.37% of its overall portfolio holdings.
Number of Shares
19,447
Previous 18,645
4.3%
Holding current value
$496,676
Previous $474 Million
10.83%
% of portfolio
0.37%
Previous 0.36%
Shares
8 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
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio