Avondale Wealth Management Dimensional ETF Tr Transaction History
Avondale Wealth Management
- $144 Million
- Q2 2024
A detailed history of Avondale Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avondale Wealth Management holds 374,091 shares of DFAE stock, worth $9.59 Million. This represents 6.7% of its overall portfolio holdings.
Number of Shares
374,091
Previous 385,851
3.05%
Holding current value
$9.59 Million
Previous $9.54 Million
1.46%
% of portfolio
6.7%
Previous 6.71%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
434Shares Held
123MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$325 Million1.28% of portfolio
-
Ubs Group Ag5.12MShares$131 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$111 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$100 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$93.9 Million0.26% of portfolio