Shotwell Rutter Baer Inc Dimensional ETF Tr Transaction History
Shotwell Rutter Baer Inc
- $113 Billion
- Q1 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 13,860 shares of DFAX stock, worth $370,200. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,860
Previous 13,920
0.43%
Holding current value
$370,200
Previous $342 Million
1.61%
% of portfolio
0.3%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
583Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio