Edge Financial Advisors LLC Dimensional ETF Tr Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
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 105,845 shares of DFAI stock, worth $3.22 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
105,845
Previous 77,574
36.44%
Holding current value
$3.22 Million
Previous $2.47 Billion
25.37%
% of portfolio
2.76%
Previous 2.19%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
549Shares Held
186MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$202 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$184 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$165 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$128 Million0.19% of portfolio