Destiny Wealth Partners, LLC Dimensional ETF Tr Transaction History
Destiny Wealth Partners, LLC
- $759 Million
- Q3 2025
A detailed history of Destiny Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 789,739 shares of DFAX stock, worth $25.3 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
789,739
Previous 755,020
4.6%
Holding current value
$25.3 Million
Previous $22.2 Million
11.76%
% of portfolio
3.26%
Previous 3.2%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio