Keystone Financial Services Dimensional ETF Tr Transaction History
Keystone Financial Services
- $258 Million
- Q4 2024
A detailed history of Keystone Financial Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keystone Financial Services holds 19,041 shares of DFAX stock, worth $486,307. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,041Holding current value
$486,307% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio