Fonville Wealth Management LLC Dimensional ETF Tr Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 350,033 shares of DFAI stock, worth $10.7 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
350,033
Previous 331,360
5.64%
Holding current value
$10.7 Million
Previous $9.83 Billion
13.15%
% of portfolio
3.84%
Previous 3.9%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$166 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$156 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio