Mai Capital Management Dimensional ETF Tr Transaction History
Mai Capital Management
- $13.2 Billion
- Q4 2024
A detailed history of Mai Capital Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mai Capital Management holds 434,465 shares of DFAU stock, worth $17.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
434,465
Previous 399,786
8.67%
Holding current value
$17.9 Million
Previous $15.9 Million
10.87%
% of portfolio
0.13%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio