Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr Transaction History
Sanctuary Wealth Management, L.L.C.
- $141 Million
- Q4 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 5,184 shares of DFAX stock, worth $148,625. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,184
Previous 5,773
10.2%
Holding current value
$148,625
Previous $155,000
17.42%
% of portfolio
0.09%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio