Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 107,311 shares of DFAX stock, worth $2.77 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
107,311
Previous 104,560
2.63%
Holding current value
$2.77 Million
Previous $2.66 Billion
2.55%
% of portfolio
0.66%
Previous 0.69%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$252 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$186 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio