Mogy Joel R Investment Counsel Inc Dimensional ETF Tr Transaction History
Mogy Joel R Investment Counsel Inc
- $1.63 Billion
- Q3 2024
A detailed history of Mogy Joel R Investment Counsel Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 2,385 shares of DFAX stock, worth $60,626. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,385
Previous 3,350
28.81%
Holding current value
$60,626
Previous $85,000
24.71%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
507Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio