Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 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 10,984 shares of DFAX stock, worth $289,208. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,984
Previous 10,956
0.26%
Holding current value
$289,208
Previous $272 Million
5.66%
% of portfolio
0.26%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
581Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio