Perennial Investment Advisors, LLC Dimensional ETF Tr Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 2025
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 7,678 shares of DFAX stock, worth $226,424. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,678Holding current value
$226,424% of portfolio
0.02%Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
632Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$331 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$234 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$231 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$227 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$163 Million21.04% of portfolio