Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 759 shares of DFAX stock, worth $24,295. This represents 0.01% of its overall portfolio holdings.
Number of Shares
759
Previous 759
-0.0%
Holding current value
$24,295
Previous $22.3 Million
6.84%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
664Shares Held
256MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio