Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $244 Billion
- Q2 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 30,200 shares of DFAX stock, worth $912,040. This represents 0.36% of its overall portfolio holdings.
Number of Shares
30,200
Previous 30,200
-0.0%
Holding current value
$912,040
Previous $791 Million
12.1%
% of portfolio
0.36%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio