Rise Advisors, LLC Dimensional ETF Tr Transaction History
Rise Advisors, LLC
- $206 Million
- Q4 2024
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 22,561 shares of DFAX stock, worth $553,646. This represents 0.27% of its overall portfolio holdings.
Number of Shares
22,561
Previous 22,354
0.93%
Holding current value
$553,646
Previous $603,000
7.13%
% of portfolio
0.27%
Previous 0.29%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
222MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$276 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$223 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$184 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$177 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$140 Million0.23% of portfolio