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 900,148 shares of DFAI stock, worth $28.9 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
900,148
Previous 929,983
3.21%
Holding current value
$28.9 Million
Previous $27.2 Million
3.52%
% of portfolio
0.7%
Previous 0.64%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
620Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio