Francis Financial, Inc. Dimensional ETF Tr Transaction History
Francis Financial, Inc.
- $304 Million
- Q2 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 $853,468. This represents 0.27% of its overall portfolio holdings.
Number of Shares
32,725Holding current value
$853,468% of portfolio
0.27%Shares
1 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