Mission Wealth Management, LP Dimensional ETF Tr Transaction History
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 937,580 shares of DFAE stock, worth $24.2 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
937,580
Previous 1,053,641
11.02%
Holding current value
$24.2 Million
Previous $26.7 Million
9.16%
% of portfolio
0.61%
Previous 0.63%
Shares
15 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$401 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$327 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$275 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$118 Million0.01% of portfolio