Obermeyer Wood Investment Counsel, Lllp Dimensional ETF Tr Transaction History
Obermeyer Wood Investment Counsel, Lllp
- $1.86 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
564Shares Held
243MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio