Tci Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 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 955,886 shares of DFAX stock, worth $24.5 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
955,886
Previous 909,515
5.1%
Holding current value
$24.5 Million
Previous $24.6 Million
3.27%
% of portfolio
2.1%
Previous 2.19%
Shares
14 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio