Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
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 50,325 shares of DFAI stock, worth $1.84 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
50,325
Previous 50,325
-0.0%
Holding current value
$1.84 Million
Previous $1.57 Million
10.69%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
685Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio