Mendota Financial Group, LLC Dimensional ETF Tr Transaction History
Mendota Financial Group, LLC
- $154 Billion
- Q4 2024
A detailed history of Mendota Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mendota Financial Group, LLC holds 429,748 shares of DFAI stock, worth $13.5 Million. This represents 8.13% of its overall portfolio holdings.
Number of Shares
429,748
Previous 522,236
17.71%
Holding current value
$13.5 Million
Previous $16.6 Billion
24.39%
% of portfolio
8.13%
Previous 7.93%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio