Herold Advisors, Inc. Dimensional ETF Tr Transaction History
Herold Advisors, Inc.
- $423 Million
- Q2 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 121,711 shares of DFAX stock, worth $3.17 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
121,711
Previous 120,095
1.35%
Holding current value
$3.17 Million
Previous $3.06 Million
1.24%
% of portfolio
0.73%
Previous 0.75%
Shares
3 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