Future You Wealth LLC Dimensional ETF Tr Transaction History

Future You Wealth LLC

$141 Billion
Q4 2024

A detailed history of Future You Wealth LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Future You Wealth LLC holds 12,683 shares of DFAX stock, worth $341,426. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,683

Holding current value

$341,426

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 May 01, 2025	BUY	$24.76 - $27.04 $314,031 - $342,948	12,683 New	12,683 $315 Million

Others Institutions Holding DFAX

# of Institutions

588

Shares Held

245M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$302 Million
3.18% of portfolio
Envestnet Asset Management Inc

7.7M
Shares

$207 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$204 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$204 Million
35.57% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$162 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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