Lantern Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Lantern Wealth Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Lantern Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 123,041 shares of DFAX stock, worth $3.53 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
123,041
Previous 122,621
0.34%
Holding current value
$3.53 Million
Previous $881 Million
247.16%
% of portfolio
1.99%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio