Holistic Financial Partners Dimensional ETF Tr Transaction History
Holistic Financial Partners
- $262 Million
- Q4 2025
A detailed history of Holistic Financial Partners transactions in Dimensional ETF Tr stock. As of the latest transaction made, Holistic Financial Partners holds 6,305 shares of DFAX stock, worth $201,823. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,305Holding current value
$201,823% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
668Shares Held
258MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
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Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
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Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
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Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
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Allworth Financial LP6.86MShares$220 Million0.98% of portfolio