1900 Wealth Management LLC Dimensional ETF Tr Transaction History
1900 Wealth Management LLC
- $1.05 Billion
- Q1 2024
A detailed history of 1900 Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, 1900 Wealth Management LLC holds 127,850 shares of DFAE stock, worth $3.32 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
127,850
Previous 241,827
47.13%
Holding current value
$3.32 Million
Previous $5.83 Million
45.8%
% of portfolio
0.3%
Previous 0.54%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
425Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$133 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$112 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$101 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$95.1 Million0.26% of portfolio