Balance Wealth, LLC Dimensional ETF Tr Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 13,548 shares of DFAI stock, worth $435,026. This represents 0.27% of its overall portfolio holdings.

Number of Shares

13,548

Holding current value

$435,026

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$28.88 - $32.4 $391,266 - $438,955	13,548 New	13,548 $423 Million

Others Institutions Holding DFAI

# of Institutions

620

Shares Held

232M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.04 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$213 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$193 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$192 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$179 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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