Daner Wealth Management, LLC Dimensional ETF Tr Transaction History
Daner Wealth Management, LLC
- $150 Million
- Q3 2025
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 69,687 shares of DFAI stock, worth $2.54 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
69,687
Previous 69,662
0.04%
Holding current value
$2.54 Million
Previous $2.47 Billion
99.9%
% of portfolio
1.69%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
689Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio