Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $430 Million
- Q2 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 1,025,500 shares of DFAE stock, worth $28.4 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
1,025,500
Previous 999,173
2.63%
Holding current value
$28.4 Million
Previous $24.7 Million
7.41%
% of portfolio
6.17%
Previous 5.86%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
453Shares Held
127MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$351 Million1.28% of portfolio
-
Ubs Group Ag5.16MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$118 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$103 Million0.03% of portfolio
-
Foster Group, Inc.3.48MShares$96.4 Million3.68% of portfolio