Verity Wealth Advisors Dimensional ETF Tr Transaction History
Verity Wealth Advisors
- $133 Million
- Q2 2024
A detailed history of Verity Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Verity Wealth Advisors holds 43,719 shares of DFAX stock, worth $1.18 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
43,719
Previous 43,719
-0.0%
Holding current value
$1.18 Million
Previous $1.11 Million
0.09%
% of portfolio
0.83%
Previous 0.85%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
495Shares Held
218MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$303 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$263 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$199 Million0.1% of portfolio
-
Geometric Wealth Advisors7.31MShares$197 Million38.77% of portfolio
-
Monograph Wealth Advisors, LLC5.51MShares$149 Million21.36% of portfolio