Regentatlantic Capital LLC Dimensional ETF Tr Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
A detailed history of Regentatlantic Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Regentatlantic Capital LLC holds 11,402 shares of DFAX stock, worth $292,005. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,402
Previous 10,497
8.62%
Holding current value
$292,005
Previous $225,000
4.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
517Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio