Bka Wealth Consulting, Inc. Dimensional ETF Tr Transaction History
Bka Wealth Consulting, Inc.
- $89.9 Million
- Q4 2024
A detailed history of Bka Wealth Consulting, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 21,720 shares of DFAX stock, worth $556,249. This represents 0.6% of its overall portfolio holdings.
Number of Shares
21,720
Previous 21,545
0.81%
Holding current value
$556,249
Previous $581,000
7.23%
% of portfolio
0.6%
Previous 0.63%
Shares
6 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