Tranquilli Financial Advisor LLC Dimensional ETF Tr Transaction History
Tranquilli Financial Advisor LLC
- $157 Million
- Q4 2024
A detailed history of Tranquilli Financial Advisor LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tranquilli Financial Advisor LLC holds 214,269 shares of DFAX stock, worth $5.56 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
214,269
Previous 211,869
1.13%
Holding current value
$5.56 Million
Previous $5.72 Million
6.92%
% of portfolio
3.4%
Previous 3.6%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio