Winch Advisory Services, LLC Dimensional ETF Tr Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 593 shares of DFAX stock, worth $18,981. This represents 0.0% of its overall portfolio holdings.
Number of Shares
593
Previous 589
0.68%
Holding current value
$18,981
Previous $17,000
5.88%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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