Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $459 Million
- Q3 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 1,243,728 shares of DFAI stock, worth $36.6 Million. This represents 8.6% of its overall portfolio holdings.
Number of Shares
1,243,728
Previous 1,223,407
1.66%
Holding current value
$36.6 Million
Previous $36.3 Million
8.89%
% of portfolio
8.6%
Previous 8.44%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$185 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$177 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$160 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$127 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$124 Million0.19% of portfolio