Firethorn Wealth Partners, LLC Dimensional ETF Tr Transaction History
Firethorn Wealth Partners, LLC
- $163 Million
- Q1 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 108,335 shares of DFAX stock, worth $2.76 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
108,335
Previous 149,876
27.72%
Holding current value
$2.76 Million
Previous $3.66 Million
24.68%
% of portfolio
1.69%
Previous 2.45%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio