Bartlett & Co. LLC Dimensional ETF Tr Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bartlett & Co. LLC holds 10,920 shares of DFAX stock, worth $273,327. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,920

Holding current value

$273,327

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 08, 2024	BUY	$21.44 - $24.42 $234,124 - $266,666	10,920 New	10,920 $267,000

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$281 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$228 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$188 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$180 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$143 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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