Life Pro Asset Management Dimensional ETF Tr Transaction History
Life Pro Asset Management
- $125 Million
- Q2 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 91,247 shares of DFAX stock, worth $2.48 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
91,247
Previous 94,496
3.44%
Holding current value
$2.48 Million
Previous $2.4 Million
3.5%
% of portfolio
1.85%
Previous 1.72%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio