Bryant Woods Investment Advisors, LLC Dimensional ETF Tr Transaction History
Bryant Woods Investment Advisors, LLC
- $197 Million
- Q4 2024
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 23,396 shares of DFAI stock, worth $728,551. This represents 0.35% of its overall portfolio holdings.
Number of Shares
23,396
Previous 22,099
5.87%
Holding current value
$728,551
Previous $702,000
2.71%
% of portfolio
0.35%
Previous 0.38%
Shares
4 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