Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Transaction History
Hartmann Taylor Wealth Management, LLC
- $120 Billion
- Q2 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 $253,616. This represents 0.21% of its overall portfolio holdings.
Number of Shares
7,205
Previous 7,205
-0.0%
Holding current value
$253,616
Previous $225 Million
10.69%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
672Shares Held
248MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$567 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Coldstream Capital Management Inc5.79MShares$204 Million3.34% of portfolio