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 $564,885. This represents 0.5% of its overall portfolio holdings.
Number of Shares
16,237
Previous 16,221
0.1%
Holding current value
$564,885
Previous $474,000
7.81%
% of portfolio
0.5%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
245MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$652 Million0.87% of portfolio
-
Envestnet Asset Management Inc9.25MShares$322 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$244 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$230 Million25.8% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$199 Million18.44% of portfolio