Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Transaction History
Hartmann Taylor Wealth Management, LLC
- $112 Billion
- Q1 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 7,205 shares of DFAI stock, worth $227,822. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,205Holding current value
$227,822% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
617Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$190 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio