Francis Financial, Inc. Dimensional ETF Tr Transaction History
Francis Financial, Inc.
- $344 Million
- Q3 2024
A detailed history of Francis Financial, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Francis Financial, Inc. holds 32,725 shares of DFAX stock, worth $828,924. This represents 0.26% of its overall portfolio holdings.
Number of Shares
32,725
Previous 32,725
-0.0%
Holding current value
$828,924
Previous $831,000
6.26%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$230 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio