Laurel Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 8,586 shares of DFAI stock, worth $267,368. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,586
Previous 56,350
84.76%
Holding current value
$267,368
Previous $1.22 Million
82.3%
% of portfolio
0.02%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio