Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
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 10,956 shares of DFAX stock, worth $279,816. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,956Holding current value
$279,816% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio