Leonard Rickey Investment Advisors P.L.L.C. Dimensional ETF Tr Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 7,311 shares of DFAX stock, worth $218,525. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,311Holding current value
$218,525% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
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Monograph Wealth Advisors, LLC5.54MShares$166 Million21.04% of portfolio