Strategic Wealth Advisors Group, LLC Dimensional ETF Tr Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 95,678 shares of DFAX stock, worth $2.58 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
95,678
Previous 95,582
0.1%
Holding current value
$2.58 Million
Previous $2.03 Million
11.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio