Colonial Trust CO / Sc Dimensional ETF Tr Transaction History
Colonial Trust CO / Sc
- $561 Million
- Q2 2024
A detailed history of Colonial Trust CO / Sc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colonial Trust CO / Sc holds 16,802 shares of DFAX stock, worth $432,987. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,802
Previous 17,739
5.28%
Holding current value
$432,987
Previous $451,000
5.32%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$251 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$190 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$185 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio