180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History
180 Wealth Advisors, LLC
- $629 Million
- Q3 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 128,309 shares of DFAI stock, worth $3.82 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
128,309
Previous 115,442
11.15%
Holding current value
$3.82 Million
Previous $3.43 Million
19.04%
% of portfolio
0.65%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$129 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio