Chicago Partners Investment Group LLC Dimensional ETF Tr Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 464,191 shares of DFAI stock, worth $14.5 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
464,191
Previous 490,097
5.29%
Holding current value
$14.5 Million
Previous $15.6 Million
12.98%
% of portfolio
0.48%
Previous 0.55%
Shares
17 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