Breakwater Capital Group Dimensional ETF Tr Transaction History
Breakwater Capital Group
- $502 Billion
- Q4 2024
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Breakwater Capital Group holds 21,976 shares of DFAI stock, worth $684,332. This represents 0.13% of its overall portfolio holdings.
Number of Shares
21,976
Previous 17,362
26.58%
Holding current value
$684,332
Previous $552 Million
16.3%
% of portfolio
0.13%
Previous 0.11%
Shares
3 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$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio