Investment Planning Advisors, Inc. Dimensional ETF Tr Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 23,563 shares of DFAX stock, worth $622,063. This represents 0.34% of its overall portfolio holdings.
Number of Shares
23,563
Previous 23,563
-0.0%
Holding current value
$622,063
Previous $599 Million
99.89%
% of portfolio
0.34%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$240 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$195 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$190 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$151 Million0.23% of portfolio