David Wealth Management LLC Dimensional ETF Tr Transaction History
David Wealth Management LLC
- $120 Billion
- Q1 2025
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 43,017 shares of DFAI stock, worth $1.39 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
43,017
Previous 42,871
0.34%
Holding current value
$1.39 Million
Previous $1.25 Billion
7.32%
% of portfolio
1.12%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio