Hartmann Taylor Wealth Management, LLC Dimensional ETF Tr Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 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 $263,919. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,205
Previous 7,205
-0.0%
Holding current value
$263,919
Previous $249 Million
5.15%
% of portfolio
0.19%
Previous 0.21%
Shares
1 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