Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 6,189 shares of DFAX stock, worth $160,418. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,189
Previous 6,189
-0.0%
Holding current value
$160,418
Previous $144,000
3.47%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
580Shares 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