Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
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 1,321,902 shares of DFAI stock, worth $41.4 Million. This represents 8.58% of its overall portfolio holdings.
Number of Shares
1,321,902
Previous 1,243,728
6.29%
Holding current value
$41.4 Million
Previous $39.5 Million
2.34%
% of portfolio
8.58%
Previous 8.6%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio