Magnolia Private Wealth, LLC Dimensional ETF Tr Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 13,302 shares of DFAX stock, worth $418,347. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,302
Previous 13,557
1.88%
Holding current value
$418,347
Previous $355 Million
9.99%
% of portfolio
0.3%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
663Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio