Brogan Financial, Inc. Dimensional ETF Tr Transaction History
Brogan Financial, Inc.
- $204 Billion
- Q4 2024
A detailed history of Brogan Financial, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Brogan Financial, Inc. holds 631,859 shares of DFAI stock, worth $19.8 Million. This represents 9.04% of its overall portfolio holdings.
Number of Shares
631,859
Previous 589,324
7.22%
Holding current value
$19.8 Million
Previous $18.7 Billion
1.49%
% of portfolio
9.04%
Previous 10.66%
Shares
5 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