Von Borstel & Associates, Inc. Dimensional ETF Tr Transaction History
Von Borstel & Associates, Inc.
- $255 Million
- Q4 2024
A detailed history of Von Borstel & Associates, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Von Borstel & Associates, Inc. holds 383,125 shares of DFAX stock, worth $9.97 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
383,125
Previous 262,930
45.71%
Holding current value
$9.97 Million
Previous $7.1 Million
34.12%
% of portfolio
3.73%
Previous 4.02%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
553Shares Held
240MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio