Wny Asset Management, LLC Dimensional ETF Tr Transaction History
Wny Asset Management, LLC
- $964 Million
- Q3 2025
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wny Asset Management, LLC holds 12,673 shares of DFAX stock, worth $405,662. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,673
Previous 9,523
33.08%
Holding current value
$405,662
Previous $279,000
42.29%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
665Shares Held
257MCall 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
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio