Meredith Wealth Planning Dimensional ETF Tr Transaction History
Meredith Wealth Planning
- $316 Billion
- Q3 2025
A detailed history of Meredith Wealth Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Meredith Wealth Planning holds 25,839 shares of DFAX stock, worth $827,106. This represents 0.26% of its overall portfolio holdings.
Number of Shares
25,839
Previous 25,478
1.42%
Holding current value
$827,106
Previous $748 Million
8.35%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio