Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 102,711 shares of DFAX stock, worth $2.75 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
102,711
Previous 102,980
0.26%
Holding current value
$2.75 Million
Previous $2.62 Million
0.38%
% of portfolio
0.92%
Previous 0.99%
Shares
12 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