Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 464,504 shares of DFAX stock, worth $11.7 Million. This represents 8.01% of its overall portfolio holdings.
Number of Shares
464,504
Previous 462,576
0.42%
Holding current value
$11.7 Million
Previous $11.8 Million
6.7%
% of portfolio
8.01%
Previous 8.12%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio