Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $228 Billion
- Q1 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 30,200 shares of DFAX stock, worth $795,166. This represents 0.35% of its overall portfolio holdings.
Number of Shares
30,200
Previous 31,835
5.14%
Holding current value
$795,166
Previous $791 Million
0.02%
% of portfolio
0.35%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
580Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$296 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio