Tci Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 909,515 shares of DFAX stock, worth $22.8 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
909,515
Previous 826,924
9.99%
Holding current value
$22.8 Million
Previous $21 Million
16.87%
% of portfolio
2.19%
Previous 2.09%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio