Consilium Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Consilium Wealth Advisory, LLC
- $177 Million
- Q1 2024
A detailed history of Consilium Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 516,714 shares of DFAI stock, worth $15.6 Million. This represents 8.83% of its overall portfolio holdings.
Number of Shares
516,714
Previous 497,631
3.83%
Holding current value
$15.6 Million
Previous $14.3 Million
9.56%
% of portfolio
8.83%
Previous 8.61%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
495Shares Held
143MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio