New Edge Wealth, LLC Dimensional ETF Tr Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 10,257 shares of DFAI stock, worth $331,916. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,257

Holding current value

$331,916

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$29.0 - $31.6 $297,453 - $324,121	10,257 New	10,257 $299,000

Others Institutions Holding DFAI

# of Institutions

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.04 Billion
6.3% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$241 Million
0.08% of portfolio
Sym Financial Corp

6.65M
Shares

$215 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$194 Million
0.01% of portfolio
Cable Hill Partners, LLC Portland, OR

5.71M
Shares

$185 Million
18.44% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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