David Wealth Management LLC Dimensional ETF Tr Transaction History
David Wealth Management LLC
- $121 Billion
- Q4 2024
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 677,356 shares of DFAX stock, worth $17.9 Million. This represents 13.91% of its overall portfolio holdings.
Number of Shares
677,356Holding current value
$17.9 Million% of portfolio
13.91%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$221 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio