Tarbox Family Office, Inc. Dimensional ETF Tr Transaction History
Tarbox Family Office, Inc.
- $567 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$293 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$254 Million0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
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Geometric Wealth Advisors7.31MShares$191 Million38.77% of portfolio
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Monograph Wealth Advisors, LLC5.51MShares$144 Million21.36% of portfolio