Arbor Fi Advisors, LLC Dimensional ETF Tr Transaction History

Arbor Fi Advisors, LLC

$99.6 Billion
Q4 2024

A detailed history of Arbor Fi Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 249,450 shares of DFAI stock, worth $7.85 Million. This represents 7.31% of its overall portfolio holdings.

Number of Shares

249,450

Holding current value

$7.85 Million

% of portfolio

7.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.0 - $31.6 $7.23 Million - $7.88 Million	249,450 New	249,450 $7.28 Billion

Others Institutions Holding DFAI

# of Institutions

608

Shares Held

230M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.02 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$209 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$189 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$188 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$176 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Fi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Fi Advisors, LLC with notifications on news.

Account

Arbor Fi Advisors, LLC Dimensional ETF Tr Transaction History