Omni 360 Wealth, Inc. Dimensional ETF Tr Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 6,175 shares of DFAI stock, worth $227,857. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,175

Holding current value

$227,857

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 07, 2025	BUY	$28.02 - $34.71 $173,023 - $214,334	6,175 New	6,175 $213 Million

Others Institutions Holding DFAI

# of Institutions

681

Shares Held

255M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

16.1M
Shares

$595 Million
0.75% of portfolio
Envestnet Asset Management Inc

9.25M
Shares

$341 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

7.55M
Shares

$279 Million
0.02% of portfolio
Wiley Bros. Aintree Capital, LLC

7.21M
Shares

$266 Million
1.99% of portfolio
Sym Financial Corp

6.61M
Shares

$244 Million
25.8% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Omni 360 Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Omni 360 Wealth, Inc. with notifications on news.

Account