Porter White Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Porter White Investment Advisors, Inc.
- $202 Billion
- Q1 2025
A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 323,469 shares of DFAX stock, worth $9.27 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
323,469Holding current value
$9.27 Million% of portfolio
4.19%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio