Advanced Research Investment Solutions, LLC Dimensional ETF Tr Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$25.94 - $30.08 $37,587 - $43,585	-1,449 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$28.27 - $30.4 $763 - $820	27 Added 1.9%	1,449 $42,000
Q3 2021 Nov 04, 2021	BUY	$28.39 - $30.41 $40,370 - $43,243	1,422 New	1,422 $41,000

Others Institutions Holding DFAI

# of Institutions

527

Shares Held

164M

Call Options Held

400

Put Options Held

Sym Financial Corp

6.24M
Shares

$189 Million
29.57% of portfolio
Cable Hill Partners, LLC Portland, OR

5.47M
Shares

$165 Million
18.48% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$155 Million
0.01% of portfolio
Northern Trust Corp Chicago, IL

4.24M
Shares

$128 Million
0.02% of portfolio
Ci Private Wealth, LLC Miami, FL

4.14M
Shares

$125 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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