Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 19,415 shares of DFAX stock, worth $500,130. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,415
Previous 16,646
16.63%
Holding current value
$500,130
Previous $449,000
7.35%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
534Shares Held
234MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio