Eldridge Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Eldridge Investment Advisors, Inc.
- $430 Million
- Q4 2024
A detailed history of Eldridge Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 24,226 shares of DFAI stock, worth $762,634. This represents 0.16% of its overall portfolio holdings.
Number of Shares
24,226
Previous 25,853
6.29%
Holding current value
$762,634
Previous $822,000
13.99%
% of portfolio
0.16%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio