Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q4 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 77,293 shares of DFAI stock, worth $2.48 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
77,293
Previous 68,943
12.11%
Holding current value
$2.48 Million
Previous $2.19 Billion
3.01%
% of portfolio
1.91%
Previous 1.86%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
623Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$239 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio