Tumwater Wealth Management, LLC Dimensional ETF Tr Transaction History
Tumwater Wealth Management, LLC
- $192 Billion
- Q1 2025
A detailed history of Tumwater Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tumwater Wealth Management, LLC holds 2,185,457 shares of DFAX stock, worth $62.1 Million. This represents 29.87% of its overall portfolio holdings.
Number of Shares
2,185,457
Previous 2,149,170
1.69%
Holding current value
$62.1 Million
Previous $53.4 Billion
7.17%
% of portfolio
29.87%
Previous 28.02%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$319 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$225 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$223 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$219 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$163 Million4.32% of portfolio