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 $722,360. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,903
Previous 22,619
1.26%
Holding current value
$722,360
Previous $592,000
13.51%
% of portfolio
0.28%
Previous 0.27%
Shares
15 transactions
Others Institutions Holding DFAX
# of Institutions
654Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$354 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$253 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$221 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio