Halbert Hargrove Global Advisors, LLC Dimensional ETF Tr Transaction History
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
700Shares Held
264MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$584 Million0.75% of portfolio
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Envestnet Asset Management Inc9.95MShares$361 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC7.55MShares$274 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC7.21MShares$261 Million1.99% of portfolio
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Sym Financial Corp6.7MShares$243 Million26.25% of portfolio