M Wealth Management, LLC Dimensional ETF Tr Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 37,989 shares of DFAX stock, worth $963,401. This represents 0.86% of its overall portfolio holdings.
Number of Shares
37,989Holding current value
$963,401% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
515Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio