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 $66 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
$66 Million
Previous $53.4 Billion
7.17%
% of portfolio
29.87%
Previous 28.02%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
635Shares Held
243MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$339 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$237 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$230 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$211 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$190 Million0.92% of portfolio