Aptus Capital Advisors, LLC Dimensional ETF Tr Transaction History
Aptus Capital Advisors, LLC
- $11.2 Billion
- Q2 2025
A detailed history of Aptus Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 776,956 shares of DFAI stock, worth $27.6 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
776,956
Previous 789,001
1.53%
Holding current value
$27.6 Million
Previous $24.6 Million
9.01%
% of portfolio
0.24%
Previous 0.27%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
679Shares Held
250MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$573 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$329 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$249 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$235 Million25.8% of portfolio
-
Coldstream Capital Management Inc5.79MShares$206 Million3.34% of portfolio