Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History
Kaufman Rossin Wealth, LLC
- $140 Billion
- Q1 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 21,407 shares of DFAI stock, worth $728,480. This represents 0.48% of its overall portfolio holdings.
Number of Shares
21,407
Previous 21,052
1.69%
Holding current value
$728,480
Previous $615 Million
8.75%
% of portfolio
0.48%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio