Vivaldi Capital Management LP Dimensional ETF Tr Transaction History
Vivaldi Capital Management LP
- $653 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
651Shares Held
251MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$343 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$245 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$233 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$214 Million33.48% of portfolio
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Allworth Financial LP6.28MShares$192 Million0.92% of portfolio