Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.1 Billion
- Q1 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,307 shares of DFAX stock, worth $33,223. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,307
Previous 13,026
89.97%
Holding current value
$33,223
Previous $318,000
89.62%
% of portfolio
0.0%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$293 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$279 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$189 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$164 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$146 Million0.24% of portfolio