Mission Wealth Management, LP Dimensional ETF Tr Transaction History
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
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 970,510 shares of DFAI stock, worth $29.4 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
970,510
Previous 958,770
1.22%
Holding current value
$29.4 Million
Previous $28.4 Million
8.42%
% of portfolio
0.75%
Previous 0.76%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
527Shares Held
164MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$189 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$155 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$125 Million0.22% of portfolio