Headinvest, LLC Dimensional ETF Tr Transaction History
Headinvest, LLC
- $470 Million
- Q4 2023
A detailed history of Headinvest, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Headinvest, LLC holds 16,756 shares of DFAX stock, worth $442,190. This represents 0.09% of its overall portfolio holdings.
Number of Shares
16,756
Previous 17,648
5.05%
Holding current value
$442,190
Previous $397,000
3.02%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
474Shares Held
212MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$304 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$289 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$196 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$170 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$151 Million0.24% of portfolio