First National Advisers, LLC Dimensional ETF Tr Transaction History
First National Advisers, LLC
- $608 Million
- Q4 2024
A detailed history of First National Advisers, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, First National Advisers, LLC holds 1,087,121 shares of DFAI stock, worth $35.2 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
1,087,121
Previous 880,385
23.48%
Holding current value
$35.2 Million
Previous $28 Million
13.46%
% of portfolio
5.22%
Previous 4.51%
Shares
3 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