Org Partners LLC Dimensional ETF Tr Transaction History

Org Partners LLC

$689 Million
Q4 2024

A detailed history of Org Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Org Partners LLC holds 459 shares of DFAX stock, worth $11,754. This represents 0.0% of its overall portfolio holdings.

Number of Shares

459

Previous 459 -0.0%

Holding current value

$11,754

Previous $12,000 8.33%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$24.29 - $27.25 $11,149 - $12,507	459 New	459 $12,000

Others Institutions Holding DFAX

# of Institutions

518

Shares Held

226M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$288 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$233 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$192 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$184 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$146 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

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