Aquire Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 68,768 shares of DFAX stock, worth $1.72 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
68,768
Previous 68,352
0.61%
Holding current value
$1.72 Million
Previous $1.74 Million
6.91%
% of portfolio
0.58%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio