Advisor Os, LLC Dimensional ETF Tr Transaction History
Advisor Os, LLC
- $844 Million
- Q4 2024
A detailed history of Advisor Os, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Os, LLC holds 8,515 shares of DFAX stock, worth $231,608. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,515
Previous 8,471
0.52%
Holding current value
$231,608
Previous $228,000
7.46%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$306 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$227 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$206 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$206 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$164 Million0.22% of portfolio