Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.63 Billion
- Q4 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,307 shares of DFAX stock, worth $33,459. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,307
Previous 1,662
21.36%
Holding current value
$33,459
Previous $44,000
27.27%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
528Shares Held
230MCall 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