Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,237 shares of DFAI stock, worth $581,609. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,237
Previous 16,221
0.1%
Holding current value
$581,609
Previous $474,000
7.81%
% of portfolio
0.5%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
682Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$577 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$331 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$271 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$258 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$237 Million25.8% of portfolio