Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Sc&H Financial Advisors, Inc.
- $447 Million
- Q3 2024
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 210,262 shares of DFAX stock, worth $5.3 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
210,262
Previous 205,018
2.56%
Holding current value
$5.3 Million
Previous $5.21 Million
8.98%
% of portfolio
1.27%
Previous 1.3%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio