Bryant Woods Investment Advisors, LLC Dimensional ETF Tr Transaction History
Bryant Woods Investment Advisors, LLC
- $193 Million
- Q1 2025
A detailed history of Bryant Woods Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bryant Woods Investment Advisors, LLC holds 23,911 shares of DFAI stock, worth $773,759. This represents 0.39% of its overall portfolio holdings.
Number of Shares
23,911
Previous 23,396
2.2%
Holding current value
$773,759
Previous $683,000
9.22%
% of portfolio
0.39%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio