Crown Wealth Group, LLC Dimensional ETF Tr Transaction History
Crown Wealth Group, LLC
- $187 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$159 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$141 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$100 Million15.43% of portfolio