Vested Financial Planning, LLC Dimensional ETF Tr Transaction History
Vested Financial Planning, LLC
- $100 Billion
- Q1 2025
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vested Financial Planning, LLC holds 579,625 shares of DFAX stock, worth $17.2 Million. This represents 15.18% of its overall portfolio holdings.
Number of Shares
579,625
Previous 636,212
8.89%
Holding current value
$17.2 Million
Previous $15.8 Billion
3.98%
% of portfolio
15.18%
Previous 14.98%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
619Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio