Strategic Financial Concepts, LLC Dimensional ETF Tr Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 36,005 shares of DFAX stock, worth $942,610. This represents 0.02% of its overall portfolio holdings.
Number of Shares
36,005Holding current value
$942,610% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
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Envestnet Asset Management Inc9.73MShares$255 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
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Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio