Syverson Strege & CO Dimensional ETF Tr Transaction History
Syverson Strege & CO
- $274 Million
- Q2 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Syverson Strege & CO holds 14,883 shares of DFAX stock, worth $403,924. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,883
Previous 14,681
1.38%
Holding current value
$403,924
Previous $373,000
1.34%
% of portfolio
0.14%
Previous 0.14%
Shares
11 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