Bcu Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Bcu Wealth Advisors, LLC
- $175 Billion
- Q4 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 13,733 shares of DFAI stock, worth $427,920. This represents 0.23% of its overall portfolio holdings.
Number of Shares
13,733
Previous 115,185
88.08%
Holding current value
$427,920
Previous $3.66 Billion
89.05%
% of portfolio
0.23%
Previous 2.18%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio