Compass Ion Advisors, LLC Dimensional ETF Tr Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
A detailed history of Compass Ion Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 20,288 shares of DFAE stock, worth $646,578. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,288
Previous 15,644
29.69%
Holding current value
$646,578
Previous $405,000
44.94%
% of portfolio
0.07%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
606Shares Held
175MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$404 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$387 Million3.78% of portfolio
-
Ubs Group Ag6.13MShares$195 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$162 Million0.01% of portfolio
-
Foster Group, Inc.4.02MShares$128 Million4.18% of portfolio