Sheets Smith Wealth Management Dimensional ETF Tr Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 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 $278,586. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,717
Previous 9,717
-0.0%
Holding current value
$278,586
Previous $241,000
5.39%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio