Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 15,122 shares of DFAI stock, worth $482,694. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,122Holding current value
$482,694% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio