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 $242,059. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,364Holding current value
$242,059% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$252 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$191 Million0.1% of portfolio
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Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio