Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 13,623 shares of DFAX stock, worth $354,334. This represents 0.14% of its overall portfolio holdings.
Number of Shares
13,623
Previous 13,623
-0.0%
Holding current value
$354,334
Previous $317,000
3.47%
% of portfolio
0.14%
Previous 0.14%
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 Inc9.09MShares$237 Million0.08% 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