Rialto Wealth Management, LLC Dimensional ETF Tr Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 883 shares of DFAX stock, worth $27,708. This represents 0.01% of its overall portfolio holdings.
Number of Shares
883
Previous 883
-0.0%
Holding current value
$27,708
Previous $23,000
8.7%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$239 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$197 Million0.92% of portfolio