Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 24,540 shares of DFAI stock, worth $756,568. This represents 0.32% of its overall portfolio holdings.
Number of Shares
24,540
Previous 19,646
24.91%
Holding current value
$756,568
Previous $624 Million
14.77%
% of portfolio
0.32%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
578Shares Held
223MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$995 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio