Perennial Investment Advisors, LLC Dimensional ETF Tr Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
494Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$253 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$192 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$190 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$143 Million21.36% of portfolio