Clearstead Advisors, LLC Dimensional ETF Tr Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,361,738 shares of DFAI stock, worth $70.3 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
2,361,738
Previous 1,868,990
26.36%
Holding current value
$70.3 Million
Previous $55.5 Million
35.35%
% of portfolio
1.19%
Previous 0.96%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$129 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio