Sheets Smith Wealth Management Dimensional ETF Tr Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
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 $305,599. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,717
Previous 9,717
-0.0%
Holding current value
$305,599
Previous $285,000
6.67%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio