Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,813 shares of DFAI stock, worth $210,721. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,813Holding current value
$210,721% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
700Shares Held
264MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$584 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.95MShares$361 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$274 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC7.21MShares$261 Million1.99% of portfolio
-
Sym Financial Corp6.7MShares$243 Million26.25% of portfolio