Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History

Kaufman Rossin Wealth, LLC

$97.2 Billion
Q4 2024

A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 21,052 shares of DFAI stock, worth $655,980. This represents 0.63% of its overall portfolio holdings.

Number of Shares

21,052

Holding current value

$655,980

% of portfolio

0.63%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$29.0 - $31.6 $610,508 - $665,243	21,052 New	21,052 $615 Million

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.01 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$207 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$187 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$187 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$174 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History