Edge Financial Advisors LLC Dimensional ETF Tr Transaction History
Edge Financial Advisors LLC
- $158 Billion
- Q1 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Edge Financial Advisors LLC holds 166,782 shares of DFAI stock, worth $5.4 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
166,782
Previous 105,845
57.57%
Holding current value
$5.4 Million
Previous $3.09 Billion
68.53%
% of portfolio
3.29%
Previous 2.76%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio