Meredith Wealth Planning Dimensional ETF Tr Transaction History
Meredith Wealth Planning
- $275 Billion
- Q2 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meredith Wealth Planning holds 25,478 shares of DFAX stock, worth $766,633. This represents 0.27% of its overall portfolio holdings.
Number of Shares
25,478Holding current value
$766,633% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio