Cwm, LLC Dimensional ETF Tr Transaction History
Cwm, LLC
- $24.1 Billion
- Q4 2024
A detailed history of Cwm, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cwm, LLC holds 1,213 shares of DFAI stock, worth $38,185. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,213
Previous 1,967
38.33%
Holding current value
$38,185
Previous $63,000
44.44%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio