Independent Wealth Network Inc. Dimensional ETF Tr Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,510 shares of DFAX stock, worth $539,823. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,510
Previous 22,701
9.65%
Holding current value
$539,823
Previous $613,000
16.97%
% of portfolio
0.22%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
570Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio