Kathleen S. Wright Associates Inc. Dimensional ETF Tr Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio