Kathleen S. Wright Associates Inc. Dimensional ETF Tr Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 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 52,995 shares of DFAX stock, worth $1.42 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
52,995
Previous 50,720
4.49%
Holding current value
$1.42 Million
Previous $1.37 Million
3.8%
% of portfolio
0.54%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
583Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio