Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 107,632 shares of DFAX stock, worth $2.74 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
107,632
Previous 107,311
0.3%
Holding current value
$2.74 Million
Previous $2.73 Billion
6.57%
% of portfolio
0.6%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio