Mpwm Advisory Solutions, LLC Dimensional ETF Tr Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 12,019 shares of DFAX stock, worth $359,247. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,019
Previous 12,018
0.01%
Holding current value
$359,247
Previous $299 Million
5.4%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$166 Million21.04% of portfolio