Sterneck Capital Management, LLC Dimensional ETF Tr Transaction History
Sterneck Capital Management, LLC
- $179 Million
- Q3 2024
A detailed history of Sterneck Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sterneck Capital Management, LLC holds 18,056 shares of DFAX stock, worth $448,330. This represents 0.27% of its overall portfolio holdings.
Number of Shares
18,056
Previous 18,056
-0.0%
Holding current value
$448,330
Previous $458,000
6.33%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$279 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$226 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio