Wealth Spring Partners, LLC Dimensional ETF Tr Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
A detailed history of Wealth Spring Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 118,364 shares of DFAX stock, worth $3.04 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
118,364
Previous 118,202
0.14%
Holding current value
$3.04 Million
Previous $2.76 Billion
3.26%
% of portfolio
1.99%
Previous 1.99%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
481Shares Held
214MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$296 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$282 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$190 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$165 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$147 Million0.24% of portfolio