Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 206,560 shares of DFAX stock, worth $5.47 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
206,560
Previous 215,080
3.96%
Holding current value
$5.47 Million
Previous $5.81 Million
11.6%
% of portfolio
0.83%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$221 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio