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
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
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Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
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Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio