Daner Wealth Management, LLC Dimensional ETF Tr Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Daner Wealth Management, LLC holds 123,997 shares of DFAE stock, worth $3.26 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
123,997Holding current value
$3.26 Million% of portfolio
2.35%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio