Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $147 Billion
- Q2 2025
A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 13,500 shares of DFAX stock, worth $406,215. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,500
Previous 13,860
2.6%
Holding current value
$406,215
Previous $336 Million
19.01%
% of portfolio
0.27%
Previous 0.3%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio