Clearstead Advisors, LLC Dimensional ETF Tr Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,629,560 shares of DFAI stock, worth $97.5 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
2,629,560
Previous 2,596,840
1.26%
Holding current value
$97.5 Million
Previous $89.8 Million
6.47%
% of portfolio
1.29%
Previous 1.29%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio