New Edge Advisors, LLC Dimensional ETF Tr Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 38,889 shares of DFAX stock, worth $963,669. This represents 0.01% of its overall portfolio holdings.
Number of Shares
38,889
Previous 45,347
14.24%
Holding current value
$963,669
Previous $1.15 Million
8.85%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio