Total Clarity Wealth Management, Inc. Dimensional ETF Tr Transaction History
Total Clarity Wealth Management, Inc.
- $296 Million
- Q3 2024
A detailed history of Total Clarity Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 26,981 shares of DFAX stock, worth $668,589. This represents 0.25% of its overall portfolio holdings.
Number of Shares
26,981
Previous 25,317
6.57%
Holding current value
$668,589
Previous $643,000
13.22%
% of portfolio
0.25%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio