Mogy Joel R Investment Counsel Inc Dimensional ETF Tr Transaction History
Mogy Joel R Investment Counsel Inc
- $1.47 Billion
- Q1 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 3,350 shares of DFAX stock, worth $86,430. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,350
Previous 5,450
38.53%
Holding current value
$86,430
Previous $133,000
36.09%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio