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 532,643 shares of DFAI stock, worth $18.1 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
532,643
Previous 564,627
5.66%
Holding current value
$18.1 Million
Previous $16.5 Million
0.89%
% of portfolio
1.25%
Previous 1.2%
Shares
18 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$638 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$253 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$238 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$227 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$194 Million18.44% of portfolio