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 $508,965. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,041Holding current value
$508,965% of portfolio
0.18%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$300 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$223 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$202 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$202 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$161 Million0.22% of portfolio