Drive Wealth Management, LLC Dimensional ETF Tr Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 11,769 shares of DFAE stock, worth $313,761. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,769
Previous 14,278
17.57%
Holding current value
$313,761
Previous $391,000
23.79%
% of portfolio
0.08%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$414 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$338 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$238 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$141 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$122 Million0.01% of portfolio