Edge Financial Advisors LLC Dimensional ETF Tr Transaction History
Edge Financial Advisors LLC
- $113 Billion
- Q3 2024
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Edge Financial Advisors LLC holds 77,574 shares of DFAI stock, worth $2.37 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
77,574
Previous 33,658
130.48%
Holding current value
$2.37 Million
Previous $1.02 Billion
141.81%
% of portfolio
2.19%
Previous 0.9%
Shares
2 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