Lri Investments, LLC Dimensional ETF Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lri Investments, LLC holds 996,138 shares of DFAX stock, worth $25.5 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
996,138
Previous 996,676
0.05%
Holding current value
$25.5 Million
Previous $25.3 Billion
0.8%
% of portfolio
2.44%
Previous 2.88%
Shares
4 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