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 $1.8 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
68,768
Previous 68,352
0.61%
Holding current value
$1.8 Million
Previous $1.74 Million
6.91%
% of portfolio
0.58%
Previous 0.58%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
506Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$294 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$255 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$193 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$189 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$149 Million0.23% of portfolio