Independent Wealth Network Inc. Dimensional ETF Tr Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,510 shares of DFAX stock, worth $525,261. This represents 0.22% of its overall portfolio holdings.
Number of Shares
20,510
Previous 22,701
9.65%
Holding current value
$525,261
Previous $613,000
16.97%
% of portfolio
0.22%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio