Total Clarity Wealth Management, Inc. Dimensional ETF Tr Transaction History
Total Clarity Wealth Management, Inc.
- $295 Million
- Q4 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 27,843 shares of DFAX stock, worth $713,059. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,843
Previous 26,981
3.19%
Holding current value
$713,059
Previous $728,000
4.95%
% of portfolio
0.23%
Previous 0.25%
Shares
4 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