Market Street Wealth Management Advisors LLC Dimensional ETF Tr Transaction History
Market Street Wealth Management Advisors LLC
- $551 Million
- Q2 2025
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 149,660 shares of DFAI stock, worth $5.32 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
149,660
Previous 145,266
3.02%
Holding current value
$5.32 Million
Previous $4.54 Million
14.04%
% of portfolio
0.94%
Previous 0.87%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
681Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$573 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$329 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$269 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$256 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$235 Million25.8% of portfolio