Strategic Wealth Advisors Group, LLC Dimensional ETF Tr Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 95,678 shares of DFAX stock, worth $2.6 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
95,678
Previous 95,582
0.1%
Holding current value
$2.6 Million
Previous $2.03 Million
11.07%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$306 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$227 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$206 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$206 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$164 Million0.22% of portfolio