Investmark Advisory Group LLC Dimensional ETF Tr Transaction History
Investmark Advisory Group LLC
- $179 Million
- Q1 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 50,406 shares of DFAX stock, worth $1.28 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
50,406
Previous 49,623
1.58%
Holding current value
$1.28 Million
Previous $1.21 Million
5.86%
% of portfolio
0.72%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$293 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 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