First Ascent Asset Management, LLC Dimensional ETF Tr Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 1,457,609 shares of DFAX stock, worth $38 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
1,457,609
Previous 1,422,717
2.45%
Holding current value
$38 Million
Previous $32 Billion
11.1%
% of portfolio
3.99%
Previous 4.14%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio