Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 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 $20,432. This represents 0.01% of its overall portfolio holdings.
Number of Shares
759Holding current value
$20,432% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
603Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$213 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$211 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio