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 $588,010. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,298
Previous 28,769
32.92%
Holding current value
$588,010
Previous $823,000
29.16%
% of portfolio
0.13%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
494Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$186 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$161 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$143 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$102 Million15.43% of portfolio