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 $332,376. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,120
Previous 9,984
11.38%
Holding current value
$332,376
Previous $248,000
18.15%
% of portfolio
0.29%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
638Shares Held
244MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$188 Million0.92% of portfolio