Vested Financial Planning, LLC Dimensional ETF Tr Transaction History
Vested Financial Planning, LLC
- $106 Billion
- Q4 2024
A detailed history of Vested Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vested Financial Planning, LLC holds 636,212 shares of DFAX stock, worth $16.4 Million. This represents 14.98% of its overall portfolio holdings.
Number of Shares
636,212Holding current value
$16.4 Million% of portfolio
14.98%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
521Shares Held
227MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$234 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$193 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$185 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio