Spectrum Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Spectrum Investment Advisors, Inc.
- $150 Billion
- Q4 2024
A detailed history of Spectrum Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 531,981 shares of DFAI stock, worth $16.6 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
531,981
Previous 507,975
4.73%
Holding current value
$16.6 Million
Previous $16.1 Billion
3.78%
% of portfolio
10.37%
Previous 11.07%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio