American Capital Advisory, LLC Dimensional ETF Tr Transaction History
American Capital Advisory, LLC
- $185 Billion
- Q1 2025
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, American Capital Advisory, LLC holds 272,654 shares of DFAI stock, worth $8.82 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
272,654
Previous 241,179
13.05%
Holding current value
$8.82 Million
Previous $7.04 Billion
20.91%
% of portfolio
4.59%
Previous 3.9%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall 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, OR5.58MShares$180 Million17.39% of portfolio