Life Pro Asset Management Dimensional ETF Tr Transaction History
Life Pro Asset Management
- $132 Million
- Q3 2024
A detailed history of Life Pro Asset Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Pro Asset Management holds 75,640 shares of DFAX stock, worth $1.89 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
75,640
Previous 91,247
17.1%
Holding current value
$1.89 Million
Previous $2.32 Million
11.9%
% of portfolio
1.55%
Previous 1.85%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio