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 $29.6 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
$29.6 Million
Previous $27.3 Million
2.87%
% of portfolio
6.18%
Previous 6.07%
Shares
13 transactions
Others Institutions Holding DFAE
# of Institutions
565Shares Held
162MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$345 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$290 Million3.21% of portfolio
-
Ubs Group Ag6.14MShares$167 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$129 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$103 Million0.17% of portfolio