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 $549,135. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,237
Previous 16,221
0.1%
Holding current value
$549,135
Previous $474,000
7.81%
% of portfolio
0.5%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$634 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$251 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio