Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 48,196 shares of DFAI stock, worth $1.5 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
48,196
Previous 47,306
1.88%
Holding current value
$1.5 Million
Previous $1.5 Million
6.39%
% of portfolio
0.83%
Previous 0.89%
Shares
13 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