Tci Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Tci Wealth Advisors, Inc.
- $1.01 Billion
- Q2 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 826,924 shares of DFAX stock, worth $22.4 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
826,924
Previous 756,908
9.25%
Holding current value
$22.4 Million
Previous $19.3 Million
9.17%
% of portfolio
2.09%
Previous 1.98%
Shares
12 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