Hassell Wealth Management, LLC Dimensional ETF Tr Transaction History
Hassell Wealth Management, LLC
- $239 Billion
- Q3 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 265,737 shares of DFAX stock, worth $7.02 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
265,737
Previous 267,944
0.82%
Holding current value
$7.02 Million
Previous $6.86 Billion
0.16%
% of portfolio
2.87%
Previous 3.07%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$240 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$190 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$151 Million0.23% of portfolio