Fonville Wealth Management LLC Dimensional ETF Tr Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 402,779 shares of DFAI stock, worth $12.7 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
402,779
Previous 350,033
15.07%
Holding current value
$12.7 Million
Previous $11.1 Billion
5.73%
% of portfolio
3.88%
Previous 3.84%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
611Shares Held
231MCall 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