Drive Wealth Management, LLC Dimensional ETF Tr Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 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 20,716 shares of DFAE stock, worth $535,301. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,716
Previous 23,856
13.16%
Holding current value
$535,301
Previous $589,000
9.17%
% of portfolio
0.15%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFAE
# of Institutions
451Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$327 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$133 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$95.8 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$89.8 Million3.68% of portfolio