Westmount Partners, LLC Dimensional ETF Tr Transaction History
Westmount Partners, LLC
- $329 Billion
- Q4 2024
A detailed history of Westmount Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 36,105 shares of DFAX stock, worth $899,375. This represents 0.27% of its overall portfolio holdings.
Number of Shares
36,105
Previous 36,105
-0.0%
Holding current value
$899,375
Previous $975 Million
7.96%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
223MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$280 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$227 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$179 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$142 Million0.23% of portfolio