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 $427,489. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,623
Previous 13,623
-0.0%
Holding current value
$427,489
Previous $317,000
3.47%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$239 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$197 Million0.92% of portfolio