Spring Vest Wealth Management LLC Dimensional ETF Tr Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 154,427 shares of DFAI stock, worth $5.35 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
154,427
Previous 136,696
12.97%
Holding current value
$5.35 Million
Previous $4.27 Billion
25.05%
% of portfolio
4.32%
Previous 3.54%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
662Shares Held
240MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$649 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$257 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$243 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$231 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$198 Million18.44% of portfolio