Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Sc&H Financial Advisors, Inc.
- $461 Million
- Q4 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 211,838 shares of DFAX stock, worth $5.4 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
211,838
Previous 210,262
0.75%
Holding current value
$5.4 Million
Previous $5.68 Million
7.27%
% of portfolio
1.14%
Previous 1.27%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
519Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio