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 $364,142. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,623
Previous 13,623
-0.0%
Holding current value
$364,142
Previous $317,000
3.47%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$300 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio