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 40,164 shares of DFAI stock, worth $1.29 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
40,164
Previous 40,657
1.21%
Holding current value
$1.29 Million
Previous $1.29 Million
9.29%
% of portfolio
0.29%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio