Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $310 Billion
- Q2 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 367,416 shares of DFAX stock, worth $9.97 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
367,416
Previous 288,837
27.21%
Holding current value
$9.97 Million
Previous $7.05 Billion
35.44%
% of portfolio
3.09%
Previous 1.22%
Shares
6 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