Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 13,623 shares of DFAX stock, worth $345,070. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,623
Previous 13,623
-0.0%
Holding current value
$345,070
Previous $317,000
3.47%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$285 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$230 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio