Colony Family Offices, LLC Dimensional ETF Tr Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colony Family Offices, LLC holds 520,146 shares of DFAE stock, worth $13.8 Million. This represents 4.86% of its overall portfolio holdings.
Number of Shares
520,146
Previous 474,899
9.53%
Holding current value
$13.8 Million
Previous $11.4 Million
12.31%
% of portfolio
4.86%
Previous 4.66%
Shares
8 transactions
Others Institutions Holding DFAE
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$135 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$114 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$103 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$96.8 Million0.26% of portfolio