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 $731,157. This represents 0.23% of its overall portfolio holdings.
Number of Shares
27,843
Previous 26,981
3.19%
Holding current value
$731,157
Previous $728,000
4.95%
% of portfolio
0.23%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio