Colony Family Offices, LLC Dimensional ETF Tr Transaction History
Colony Family Offices, LLC
- $287 Million
- Q1 2025
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 122,053 shares of DFAI stock, worth $3.96 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
122,053
Previous 127,095
3.97%
Holding current value
$3.96 Million
Previous $3.71 Million
2.69%
% of portfolio
1.33%
Previous 1.26%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
625Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$216 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio