Perennial Investment Advisors, LLC Dimensional ETF Tr Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 7,833 shares of DFAX stock, worth $194,101. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,833Holding current value
$194,101% of portfolio
0.03%Shares
2 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
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Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio