Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 34,495 shares of DFAX stock, worth $901,009. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,495
Previous 34,397
0.28%
Holding current value
$901,009
Previous $875,000
0.11%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio