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 $3.49 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
118,364
Previous 118,202
0.14%
Holding current value
$3.49 Million
Previous $2.76 Billion
3.26%
% of portfolio
1.99%
Previous 1.99%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
634Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$331 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$234 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$231 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$227 Million0.07% of portfolio
-
Monograph Wealth Advisors, LLC5.54MShares$163 Million21.04% of portfolio