Strategies Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Strategies Wealth Advisors, LLC
- $819 Billion
- Q1 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 15,593 shares of DFAX stock, worth $469,193. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,593
Previous 15,591
0.01%
Holding current value
$469,193
Previous $404 Million
1.01%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
628Shares Held
251MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$338 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$239 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$236 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$232 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$173 Million4.32% of portfolio