Ifg Advisory, LLC Dimensional ETF Tr Transaction History
Ifg Advisory, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Ifg Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifg Advisory, LLC holds 531,584 shares of DFAX stock, worth $13.6 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
531,584
Previous 545,339
2.52%
Holding current value
$13.6 Million
Previous $13.3 Million
1.55%
% of portfolio
1.02%
Previous 0.98%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$294 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$280 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio