Rise Advisors, LLC Dimensional ETF Tr Transaction History
Rise Advisors, LLC
- $242 Million
- Q2 2025
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 22,903 shares of DFAX stock, worth $684,570. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,903
Previous 22,619
1.26%
Holding current value
$684,570
Previous $592,000
13.51%
% of portfolio
0.28%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
637Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$336 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$234 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$228 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$209 Million33.48% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$166 Million21.04% of portfolio