Headinvest, LLC Dimensional ETF Tr Transaction History
Headinvest, LLC
- $514 Million
- Q4 2024
A detailed history of Headinvest, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Headinvest, LLC holds 8,322 shares of DFAX stock, worth $215,706. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,322
Previous 9,256
10.09%
Holding current value
$215,706
Previous $250,000
17.6%
% of portfolio
0.04%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
580Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$291 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio