Gps Wealth Strategies Group, LLC Dimensional ETF Tr Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,149 shares of DFAI stock, worth $66,962. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,149
Previous 1,964
9.42%
Holding current value
$66,962
Previous $62,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio