Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q4 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 128,194 shares of DFAI stock, worth $4.02 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
128,194
Previous 124,676
2.82%
Holding current value
$4.02 Million
Previous $3.96 Billion
5.53%
% of portfolio
2.79%
Previous 2.95%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio