Ifp Advisors, Inc Dimensional ETF Tr Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 103,611 shares of DFAI stock, worth $3.25 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
103,611
Previous 112,286
7.73%
Holding current value
$3.25 Million
Previous $3.57 Million
15.22%
% of portfolio
0.1%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio