Sheets Smith Wealth Management Dimensional ETF Tr Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
A detailed history of Sheets Smith Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 9,717 shares of DFAX stock, worth $248,852. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,717
Previous 9,717
-0.0%
Holding current value
$248,852
Previous $262,000
8.02%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio