Evanson Asset Management, LLC Dimensional ETF Tr Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 77,298 shares of DFAE stock, worth $2 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
77,298
Previous 75,153
2.85%
Holding current value
$2 Million
Previous $1.91 Million
5.04%
% of portfolio
0.15%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding DFAE
# of Institutions
542Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio