Balanced Rock Investment Advisor Dimensional ETF Tr Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
A detailed history of Balanced Rock Investment Advisor transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 19,635 shares of DFAI stock, worth $683,101. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,635
Previous 18,190
7.94%
Holding current value
$683,101
Previous $531 Million
15.45%
% of portfolio
0.49%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
245MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$652 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$322 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$244 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$230 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$199 Million18.44% of portfolio