Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History
Wealthstream Advisors, Inc.
- $255 Million
- Q1 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 45,618 shares of DFAX stock, worth $1.18 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
45,618
Previous 47,142
3.23%
Holding current value
$1.18 Million
Previous $1.15 Million
0.78%
% of portfolio
0.45%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio