Schwarz Dygos Wheeler Investment Advisors LLC Dimensional ETF Tr Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $369 Million
- Q2 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 58,370 shares of DFAX stock, worth $1.55 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
58,370
Previous 62,746
6.97%
Holding current value
$1.55 Million
Previous $1.6 Million
7.08%
% of portfolio
0.4%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$298 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$258 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$196 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$194 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$146 Million21.36% of portfolio