Safeguard Investment Advisory Group, LLC Dimensional ETF Tr Transaction History
Safeguard Investment Advisory Group, LLC
- $295 Million
- Q1 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 38,286 shares of DFAX stock, worth $987,778. This represents 0.33% of its overall portfolio holdings.
Number of Shares
38,286
Previous 41,724
8.24%
Holding current value
$987,778
Previous $1.02 Million
4.42%
% of portfolio
0.33%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio