Modern Wealth Management, LLC Dimensional ETF Tr Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,364 shares of DFAX stock, worth $252,640. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,364Holding current value
$252,640% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio