Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $497 Million
- Q3 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 1,097,706 shares of DFAE stock, worth $35.7 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
1,097,706
Previous 1,085,740
1.1%
Holding current value
$35.7 Million
Previous $28.1 Million
23.13%
% of portfolio
6.97%
Previous 6.18%
Shares
14 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio