Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,759 shares of DFAI stock, worth $60,650. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,759Holding current value
$60,650% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$647 Million0.87% of portfolio
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Envestnet Asset Management Inc7.43MShares$256 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$242 Million0.02% of portfolio
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Sym Financial Corp6.67MShares$230 Million25.84% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$197 Million18.44% of portfolio