Accredited Investor Services, LLC Dimensional ETF Tr Transaction History
Accredited Investor Services, LLC
- $145 Billion
- Q3 2025
A detailed history of Accredited Investor Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accredited Investor Services, LLC holds 849,275 shares of DFAX stock, worth $27.2 Million. This represents 18.32% of its overall portfolio holdings.
Number of Shares
849,275
Previous 833,432
1.9%
Holding current value
$27.2 Million
Previous $24.5 Billion
8.87%
% of portfolio
18.32%
Previous 18.5%
Shares
4 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