Cedar Wealth Management, LLC Dimensional ETF Tr Transaction History
Cedar Wealth Management, LLC
- $276 Million
- Q4 2024
A detailed history of Cedar Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 4,709 shares of DFAX stock, worth $122,292. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,709
Previous 4,709
-0.0%
Holding current value
$122,292
Previous $127,000
7.87%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
542Shares Held
239MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$236 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio