Five Oceans Advisors Dimensional ETF Tr Transaction History
Five Oceans Advisors
- $171 Million
- Q2 2024
A detailed history of Five Oceans Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Five Oceans Advisors holds 30,101 shares of DFAX stock, worth $813,329. This represents 0.45% of its overall portfolio holdings.
Number of Shares
30,101
Previous 37,722
20.2%
Holding current value
$813,329
Previous $959,000
20.23%
% of portfolio
0.45%
Previous 0.54%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
493Shares Held
219MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$304 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio