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 159,274 shares of DFAI stock, worth $5.01 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
159,274
Previous 149,383
6.62%
Holding current value
$5.01 Million
Previous $4.51 Million
4.67%
% of portfolio
1.29%
Previous 1.28%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio