Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 11,120 shares of DFAX stock, worth $341,495. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,120
Previous 9,984
11.38%
Holding current value
$341,495
Previous $248,000
18.15%
% of portfolio
0.29%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$193 Million0.92% of portfolio