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 $2.45 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
95,678
Previous 95,582
0.1%
Holding current value
$2.45 Million
Previous $2.03 Million
11.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
528Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio