Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 2,656 shares of DFAI stock, worth $83,610. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,656
Previous 937
183.46%
Holding current value
$83,610
Previous $29,000
165.52%
% of portfolio
0.02%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio