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 $2.23 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
75,640
Previous 91,247
17.1%
Holding current value
$2.23 Million
Previous $2.32 Million
11.9%
% of portfolio
1.55%
Previous 1.85%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
634Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$331 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$234 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$231 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$227 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$163 Million21.04% of portfolio