Ml & R Wealth Management LLC Dimensional ETF Tr Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 19,298 shares of DFAI stock, worth $617,728. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,298
Previous 28,769
32.92%
Holding current value
$617,728
Previous $823,000
29.16%
% of portfolio
0.13%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio