Invst, LLC Dimensional ETF Tr Transaction History
Invst, LLC
- $823 Million
- Q4 2024
A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 33,109 shares of DFAI stock, worth $1.07 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
33,109
Previous 24,869
33.13%
Holding current value
$1.07 Million
Previous $790,000
22.28%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$194 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio