Life Pro Asset Management Dimensional ETF Tr Transaction History
Life Pro Asset Management
- $132 Million
- Q3 2024
A detailed history of Life Pro Asset Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Life Pro Asset Management holds 7,276 shares of DFAI stock, worth $229,048. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,276
Previous 7,276
-0.0%
Holding current value
$229,048
Previous $215,000
7.44%
% of portfolio
0.18%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio