Investmark Advisory Group LLC Dimensional ETF Tr Transaction History
Investmark Advisory Group LLC
- $198 Million
- Q1 2025
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 55,799 shares of DFAI stock, worth $1.89 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
55,799
Previous 56,650
1.5%
Holding current value
$1.89 Million
Previous $1.65 Million
5.32%
% of portfolio
0.88%
Previous 0.83%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
645Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$635 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$252 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio