Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,237 shares of DFAI stock, worth $525,429. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,237
Previous 16,221
0.1%
Holding current value
$525,429
Previous $474,000
7.81%
% of portfolio
0.5%
Previous 0.46%
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
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio