Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 83,968 shares of DFAX stock, worth $2.18 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
83,968
Previous 84,049
0.1%
Holding current value
$2.18 Million
Previous $2.27 Billion
8.05%
% of portfolio
0.92%
Previous 1.08%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
579Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$291 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$196 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio