Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $455 Million
- Q1 2025
A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 1,085,740 shares of DFAE stock, worth $31.9 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
1,085,740
Previous 1,077,471
0.77%
Holding current value
$31.9 Million
Previous $27.3 Million
2.87%
% of portfolio
6.18%
Previous 6.07%
Shares
13 transactions
Others Institutions Holding DFAE
# of Institutions
586Shares Held
166MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$372 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$356 Million3.78% of portfolio
-
Ubs Group Ag6.14MShares$180 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$139 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$111 Million0.17% of portfolio