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 $1.45 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
41,685
Previous 43,017
3.1%
Holding current value
$1.45 Million
Previous $1.34 Billion
7.27%
% of portfolio
1.07%
Previous 1.12%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
245MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$652 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$322 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$244 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$230 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$199 Million18.44% of portfolio