Keating Wealth Management LLC Dimensional ETF Tr Transaction History
Keating Wealth Management LLC
- $167 Billion
- Q1 2024
A detailed history of Keating Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keating Wealth Management LLC holds 185,971 shares of DFAI stock, worth $6.35 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
185,971
Previous 151,676
22.61%
Holding current value
$6.35 Million
Previous $4.34 Billion
29.37%
% of portfolio
3.37%
Previous 3.0%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$641 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$254 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$239 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$228 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$195 Million18.44% of portfolio