Mowery & Schoenfeld Wealth Management, LLC Dimensional ETF Tr Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 19,590 shares of DFAX stock, worth $486,419. This represents 0.84% of its overall portfolio holdings.

Number of Shares
19,590
Previous 19,590 -0.0%
Holding current value
$486,419
Previous $498 Million 6.25%
% of portfolio
0.84%
Previous 0.72%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$24.57 - $26.36 $481,326 - $516,392
19,590 New
19,590 $498 Million

Others Institutions Holding DFAX

# of Institutions
512
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email