Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 137,208 shares of DFAI stock, worth $4.44 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
137,208
Previous 128,194
7.03%
Holding current value
$4.44 Million
Previous $3.74 Billion
14.47%
% of portfolio
3.1%
Previous 2.79%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
205MCall Options Held
3.7KPut Options Held
0-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.2MShares$136 Million0.19% of portfolio