Advisor Net Financial, Inc Dimensional ETF Tr Transaction History
Advisor Net Financial, Inc
- $1.27 Billion
- Q1 2025
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Net Financial, Inc holds 148,594 shares of DFAI stock, worth $4.68 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
148,594
Previous 149,909
0.88%
Holding current value
$4.68 Million
Previous $4.38 Million
6.85%
% of portfolio
0.37%
Previous 0.39%
Shares
18 transactions
Others Institutions Holding DFAI
# of Institutions
612Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio