L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History

L.K. Benson & Company, P.C.

$142 Billion
Q4 2024

A detailed history of L.K. Benson & Company, P.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 11,364 shares of DFAE stock, worth $297,054. This represents 0.2% of its overall portfolio holdings.

Number of Shares

11,364

Holding current value

$297,054

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.36 - $28.15 $288,191 - $319,896	11,364 New	11,364 $288 Million

Others Institutions Holding DFAE

# of Institutions

518

Shares Held

168M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$406 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$331 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$234 Million
2.96% of portfolio
Ubs Group Ag

5.26M
Shares

$137 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$119 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.K. Benson & Company, P.C., based on Form 13F filings with the SEC.

News

Stay updated on L.K. Benson & Company, P.C. with notifications on news.

Account

L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History