Montag A & Associates Inc Dimensional ETF Tr Transaction History
Montag A & Associates Inc
- $1.97 Billion
- Q1 2025
A detailed history of Montag A & Associates Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 15,400 shares of DFAI stock, worth $517,594. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,400
Previous 15,400
-0.0%
Holding current value
$517,594
Previous $449,000
6.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
644Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$630 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$250 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$235 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$224 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$192 Million18.44% of portfolio