Univest Financial Corp Dimensional ETF Tr Transaction History
Univest Financial Corp
- $1.48 Billion
- Q1 2025
A detailed history of Univest Financial Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Univest Financial Corp holds 13,766 shares of DFAX stock, worth $394,671. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,766
Previous 13,766
-0.0%
Holding current value
$394,671
Previous $342,000
5.26%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio