Marshall Financial Group LLC Dimensional ETF Tr Transaction History
Marshall Financial Group LLC
- $408 Million
- Q4 2024
A detailed history of Marshall Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Marshall Financial Group LLC holds 8,628 shares of DFAE stock, worth $226,657. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,628
Previous 9,675
10.82%
Holding current value
$226,657
Previous $265,000
17.74%
% of portfolio
0.05%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio