Sheets Smith Wealth Management Dimensional ETF Tr Transaction History
Sheets Smith Wealth Management
- $828 Million
- Q2 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 $257,694. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,717
Previous 9,717
-0.0%
Holding current value
$257,694
Previous $247,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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