Black Point Wealth Management Dimensional ETF Tr Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Black Point Wealth Management holds 9,676 shares of DFAI stock, worth $301,020. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,676
Previous 9,635
0.43%
Holding current value
$301,020
Previous $306 Million
7.73%
% of portfolio
0.33%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio