Rise Advisors, LLC Dimensional ETF Tr Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
A detailed history of Rise Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 23,039 shares of DFAX stock, worth $737,478. This represents 0.29% of its overall portfolio holdings.
Number of Shares
23,039
Previous 22,903
0.59%
Holding current value
$737,478
Previous $672,000
7.44%
% of portfolio
0.29%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio