Better Wealth, LLC Dimensional ETF Tr Transaction History
Better Wealth, LLC
- $357 Million
- Q4 2024
A detailed history of Better Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Better Wealth, LLC holds 1,754,718 shares of DFAX stock, worth $44.9 Million. This represents 12.23% of its overall portfolio holdings.
Number of Shares
1,754,718
Previous 921,792
90.36%
Holding current value
$44.9 Million
Previous $24.9 Million
75.21%
% of portfolio
12.23%
Previous 7.54%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio