Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $329 Billion
- Q1 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 394,544 shares of DFAI stock, worth $13.4 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
394,544
Previous 358,480
10.06%
Holding current value
$13.4 Million
Previous $10.5 Billion
17.71%
% of portfolio
3.75%
Previous 3.39%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio