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 $2.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
95,678
Previous 95,582
0.1%
Holding current value
$2.8 Million
Previous $2.03 Million
11.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$329 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$232 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$229 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$225 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$168 Million4.32% of portfolio