M Holdings Securities, Inc. Dimensional ETF Tr Transaction History
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
A detailed history of M Holdings Securities, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Holdings Securities, Inc. holds 23,052 shares of DFAX stock, worth $612,722. This represents 0.09% of its overall portfolio holdings.
Number of Shares
23,052
Previous 573
3923.04%
Holding current value
$612,722
Previous $23.1 Million
97.51%
% of portfolio
0.09%
Previous 0.32%
Shares
11 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
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio