Barrett & Company, Inc. Dimensional ETF Tr Transaction History
Barrett & Company, Inc.
- $237 Billion
- Q4 2024
A detailed history of Barrett & Company, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Barrett & Company, Inc. holds 24,831 shares of DFAI stock, worth $778,203. This represents 0.31% of its overall portfolio holdings.
Number of Shares
24,831
Previous 24,823
0.03%
Holding current value
$778,203
Previous $789 Million
8.09%
% of portfolio
0.31%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio