Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 58,028 shares of DFAI stock, worth $1.72 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
58,028
Previous 57,690
0.59%
Holding current value
$1.72 Million
Previous $1.71 Million
7.77%
% of portfolio
0.09%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$187 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$179 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$161 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio