Topsail Wealth Management, LLC Dimensional ETF Tr Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 75,920 shares of DFAX stock, worth $2.04 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
75,920
Previous 75,739
0.24%
Holding current value
$2.04 Million
Previous $1.88 Billion
5.64%
% of portfolio
0.4%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio