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 563,562 shares of DFAI stock, worth $17.5 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
563,562Holding current value
$17.5 Million% of portfolio
2.01%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$194 Million29.57% of portfolio
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Cable Hill Partners, LLC Portland, OR5.47MShares$170 Million18.48% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$159 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$132 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio