Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $119 Billion
- Q1 2025
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 82,971 shares of DFAI stock, worth $2.82 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
82,971
Previous 77,293
7.35%
Holding current value
$2.82 Million
Previous $2.26 Billion
14.81%
% of portfolio
2.17%
Previous 1.91%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio