Topsail Wealth Management, LLC Dimensional ETF Tr Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 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 76,595 shares of DFAX stock, worth $2.31 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
76,595
Previous 75,920
0.89%
Holding current value
$2.31 Million
Previous $1.99 Billion
13.1%
% of portfolio
0.41%
Previous 0.4%
Shares
3 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