Independent Advisor Alliance Dimensional ETF Tr Transaction History
Independent Advisor Alliance
- $2.74 Billion
- Q1 2024
A detailed history of Independent Advisor Alliance transactions in Dimensional ETF Tr stock. As of the latest transaction made, Independent Advisor Alliance holds 48,886 shares of DFAX stock, worth $1.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
48,886
Previous 33,410
46.32%
Holding current value
$1.27 Million
Previous $815,000
52.52%
% of portfolio
0.05%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$299 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$285 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$167 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$149 Million0.24% of portfolio