Balasa Dinverno & Foltz LLC Dimensional ETF Tr Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 292,412 shares of DFAX stock, worth $9.36 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
292,412
Previous 302,897
3.46%
Holding current value
$9.36 Million
Previous $6.49 Million
14.94%
% of portfolio
0.35%
Previous 0.41%
Shares
5 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