David Wealth Management LLC Dimensional ETF Tr Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, David Wealth Management LLC holds 41,685 shares of DFAI stock, worth $1.52 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
41,685
Previous 43,017
3.1%
Holding current value
$1.52 Million
Previous $1.34 Billion
7.27%
% of portfolio
1.07%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
686Shares 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