Pensionmark Financial Group, LLC Dimensional ETF Tr Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,587 shares of DFAX stock, worth $223,347. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,587
Previous 8,426
1.91%
Holding current value
$223,347
Previous $227,000
6.17%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
553Shares Held
240MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio