Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 19,415 shares of DFAX stock, worth $504,984. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,415
Previous 16,646
16.63%
Holding current value
$504,984
Previous $449,000
7.35%
% of portfolio
0.14%
Previous 0.13%
Shares
2 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