Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History
Joel Adams & Associates, Inc.
- $124 Billion
- Q3 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 13,037 shares of DFAX stock, worth $412,099. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,037
Previous 12,971
0.51%
Holding current value
$412,099
Previous $381 Million
7.39%
% of portfolio
0.33%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
663Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$355 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$254 Million0.08% of portfolio
-
Geometric Wealth Advisors7MShares$221 Million33.48% of portfolio
-
Envestnet Asset Management Inc6.67MShares$211 Million0.06% of portfolio
-
Allworth Financial LP6.28MShares$199 Million0.92% of portfolio