Martin Worley Group Dimensional ETF Tr Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Martin Worley Group holds 115,104 shares of DFAI stock, worth $3.72 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
115,104
Previous 102,383
12.42%
Holding current value
$3.72 Million
Previous $2.99 Billion
20.24%
% of portfolio
2.05%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
629Shares 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
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio