Visionary Wealth Advisors Dimensional ETF Tr Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Visionary Wealth Advisors holds 120,345 shares of DFAX stock, worth $2.98 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
120,345
Previous 119,146
1.01%
Holding current value
$2.98 Million
Previous $3.03 Million
7.33%
% of portfolio
0.21%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$278 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$225 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$186 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$178 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$141 Million0.23% of portfolio