Vance Wealth, Inc. Dimensional ETF Tr Transaction History
Vance Wealth, Inc.
- $263 Million
- Q3 2024
A detailed history of Vance Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vance Wealth, Inc. holds 1,100,506 shares of DFAX stock, worth $27.8 Million. This represents 11.32% of its overall portfolio holdings.
Number of Shares
1,100,506
Previous 1,071,855
2.67%
Holding current value
$27.8 Million
Previous $27.2 Million
9.09%
% of portfolio
11.32%
Previous 11.23%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio