Compass Ion Advisors, LLC Dimensional ETF Tr Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
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 10,735 shares of DFAE stock, worth $286,195. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,735
Previous 10,367
3.55%
Holding current value
$286,195
Previous $284,000
4.23%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$414 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$338 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$238 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio