Winch Advisory Services, LLC Dimensional ETF Tr Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
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 580 shares of DFAX stock, worth $14,853. This represents 0.0% of its overall portfolio holdings.
Number of Shares
580Holding current value
$14,853% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
515Shares Held
225MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio