Kathleen S. Wright Associates Inc. Dimensional ETF Tr Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 41,822 shares of DFAX stock, worth $1.13 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
41,822
Previous 31,815
31.45%
Holding current value
$1.13 Million
Previous $809,000
31.4%
% of portfolio
0.48%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio