Magnolia Private Wealth, LLC Dimensional ETF Tr Transaction History
Magnolia Private Wealth, LLC
- $121 Billion
- Q1 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 58,753 shares of DFAI stock, worth $1.9 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
58,753
Previous 38,299
53.41%
Holding current value
$1.9 Million
Previous $1.12 Billion
64.07%
% of portfolio
1.51%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall 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 Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio