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 $1.09 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
33,620Holding current value
$1.09 Million% of portfolio
0.4%Shares
1 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
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio