Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
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 358,480 shares of DFAI stock, worth $11.6 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
358,480
Previous 330,315
8.53%
Holding current value
$11.6 Million
Previous $10.5 Billion
0.28%
% of portfolio
3.39%
Previous 3.65%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio