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 $85,948. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,656
Previous 937
183.46%
Holding current value
$85,948
Previous $29,000
165.52%
% of portfolio
0.02%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio