Clear Investment Research, LLC Dimensional ETF Tr Transaction History
Clear Investment Research, LLC
- $75.4 Million
- Q4 2024
A detailed history of Clear Investment Research, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clear Investment Research, LLC holds 11,029 shares of DFAI stock, worth $343,443. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,029
Previous 10,532
4.72%
Holding current value
$343,443
Previous $334,000
3.59%
% of portfolio
0.43%
Previous 0.44%
Shares
8 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