Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History
Lauterbach Financial Advisors, LLC
- $153 Million
- Q1 2025
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 461,089 shares of DFAX stock, worth $13.3 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
461,089
Previous 464,030
0.63%
Holding current value
$13.3 Million
Previous $11.5 Million
4.72%
% of portfolio
7.87%
Previous 7.35%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$324 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$229 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$226 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$222 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$166 Million4.32% of portfolio