Guardian Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 326,264 shares of DFAI stock, worth $9.7 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
326,264
Previous 308,526
5.75%
Holding current value
$9.7 Million
Previous $9.15 Million
13.27%
% of portfolio
1.24%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio