Dynamic Advisor Solutions LLC Dimensional ETF Tr Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 615,246 shares of DFAI stock, worth $19.2 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
615,246
Previous 587,366
4.75%
Holding current value
$19.2 Million
Previous $18.7 Million
3.76%
% of portfolio
0.78%
Previous 0.57%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio