Master'S Wealth Management Inc. Dimensional ETF Tr Transaction History
Master'S Wealth Management Inc.
- $191 Billion
- Q1 2025
A detailed history of Master'S Wealth Management Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Master'S Wealth Management Inc. holds 1,294,142 shares of DFAX stock, worth $34.8 Million. This represents 17.8% of its overall portfolio holdings.
Number of Shares
1,294,142
Previous 1,261,871
2.56%
Holding current value
$34.8 Million
Previous $31.4 Billion
8.09%
% of portfolio
17.8%
Previous 16.75%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio