Vsm Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 6,349 shares of DFAX stock, worth $180,565. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,349
Previous 5,867
8.22%
Holding current value
$180,565
Previous $146 Million
14.05%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$319 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$226 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$223 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$219 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$163 Million4.32% of portfolio