Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 616,273 shares of DFAI stock, worth $19.9 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
616,273
Previous 608,073
1.35%
Holding current value
$19.9 Million
Previous $17.6 Billion
3.24%
% of portfolio
3.96%
Previous 3.83%
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