Guardian Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Guardian Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
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 344,388 shares of DFAI stock, worth $12.6 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
344,388
Previous 336,339
2.39%
Holding current value
$12.6 Million
Previous $10.5 Million
13.35%
% of portfolio
0.9%
Previous 0.91%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
698Shares Held
262MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$590 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$339 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$277 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$264 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$242 Million25.8% of portfolio