Global Financial Private Client, LLC Dimensional ETF Tr Transaction History
Global Financial Private Client, LLC
- $262 Billion
- Q1 2025
A detailed history of Global Financial Private Client, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Global Financial Private Client, LLC holds 33,620 shares of DFAI stock, worth $1.06 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
33,620Holding current value
$1.06 Million% of portfolio
0.4%Shares
1 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
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Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio