Naples Global Advisors, LLC Dimensional ETF Tr Transaction History
Naples Global Advisors, LLC
- $1.04 Billion
- Q4 2024
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,200 shares of DFAI stock, worth $225,648. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,200
Previous 7,200
-0.0%
Holding current value
$225,648
Previous $228,000
7.89%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
596Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio