Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 330,008 shares of DFAE stock, worth $8.53 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
330,008Holding current value
$8.53 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
452Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$327 Million1.28% of portfolio
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Ubs Group Ag5.16MShares$133 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.26MShares$110 Million0.01% of portfolio
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Envestnet Asset Management Inc3.71MShares$95.8 Million0.03% of portfolio
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Foster Group, Inc.3.48MShares$89.8 Million3.68% of portfolio