Tranquilli Financial Advisor LLC Dimensional ETF Tr Transaction History
Tranquilli Financial Advisor LLC
- $149 Million
- Q2 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 212,904 shares of DFAX stock, worth $5.7 Million. This represents 3.62% of its overall portfolio holdings.
Number of Shares
212,904
Previous 208,124
2.3%
Holding current value
$5.7 Million
Previous $5.29 Million
2.23%
% of portfolio
3.62%
Previous 3.54%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$301 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$261 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$198 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$196 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$148 Million21.36% of portfolio