Joel Adams & Associates, Inc. Dimensional ETF Tr Transaction History
Joel Adams & Associates, Inc.
- $110 Billion
- Q4 2024
A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 10,956 shares of DFAX stock, worth $291,210. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,956Holding current value
$291,210% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio