United Advisor Group, LLC Dimensional ETF Tr Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 116,934 shares of DFAI stock, worth $3.59 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
116,934
Previous 108,959
7.32%
Holding current value
$3.59 Million
Previous $3.23 Million
14.98%
% of portfolio
0.88%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$129 Million0.19% of portfolio