Sowell Financial Services LLC Dimensional ETF Tr Transaction History
Sowell Financial Services LLC
- $2.05 Billion
- Q2 2024
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 688,003 shares of DFAX stock, worth $18.7 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
688,003
Previous 658,287
4.51%
Holding current value
$18.7 Million
Previous $16.7 Million
4.44%
% of portfolio
0.85%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$305 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$264 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$200 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$198 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$150 Million21.36% of portfolio