Triune Financial Partners, LLC Dimensional ETF Tr Transaction History
Triune Financial Partners, LLC
- $318 Billion
- Q4 2024
A detailed history of Triune Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triune Financial Partners, LLC holds 3,691,185 shares of DFAX stock, worth $98.1 Million. This represents 28.89% of its overall portfolio holdings.
Number of Shares
3,691,185
Previous 3,502,573
5.38%
Holding current value
$98.1 Million
Previous $94.6 Billion
3.0%
% of portfolio
28.89%
Previous 29.7%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$299 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$222 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$201 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$201 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$160 Million0.22% of portfolio