Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 50,803 shares of DFAI stock, worth $1.64 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
50,803
Previous 45,147
12.53%
Holding current value
$1.64 Million
Previous $1.43 Million
3.42%
% of portfolio
0.95%
Previous 0.92%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio