Headinvest, LLC Dimensional ETF Tr Transaction History
Headinvest, LLC
- $525 Million
- Q3 2024
A detailed history of Headinvest, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Headinvest, LLC holds 9,256 shares of DFAX stock, worth $237,046. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,256
Previous 9,256
-0.0%
Holding current value
$237,046
Previous $235,000
6.38%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio