Independent Wealth Network Inc. Dimensional ETF Tr Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 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 22,701 shares of DFAX stock, worth $562,530. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,701
Previous 22,701
-0.0%
Holding current value
$562,530
Previous $577,000
6.24%
% of portfolio
0.28%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio