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 $948,478. This represents 0.27% of its overall portfolio holdings.
Number of Shares
36,105
Previous 36,105
-0.0%
Holding current value
$948,478
Previous $975 Million
7.96%
% of portfolio
0.27%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
571Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$295 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$219 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$199 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$199 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$158 Million0.22% of portfolio