Wcg Wealth Advisors LLC Dimensional ETF Tr Transaction History
Wcg Wealth Advisors LLC
- $1.48 Billion
- Q3 2025
A detailed history of Wcg Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 61,556 shares of DFAX stock, worth $1.97 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
61,556
Previous 61,216
0.56%
Holding current value
$1.97 Million
Previous $1.8 Million
7.46%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio