Lri Investments, LLC Dimensional ETF Tr Transaction History
Lri Investments, LLC
- $1.04 Trillion
- Q4 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lri Investments, LLC holds 993,253 shares of DFAX stock, worth $26.1 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
993,253
Previous 996,138
0.29%
Holding current value
$26.1 Million
Previous $25.1 Billion
1.75%
% of portfolio
2.38%
Previous 2.44%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio