Hassell Wealth Management, LLC Dimensional ETF Tr Transaction History
Hassell Wealth Management, LLC
- $248 Billion
- Q4 2024
A detailed history of Hassell Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hassell Wealth Management, LLC holds 265,826 shares of DFAX stock, worth $7 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
265,826
Previous 265,737
0.03%
Holding current value
$7 Million
Previous $6.85 Billion
1.09%
% of portfolio
2.73%
Previous 2.87%
Shares
9 transactions
Others Institutions Holding DFAX
# of Institutions
570Shares Held
241MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio