Optivise Advisory Services LLC Dimensional ETF Tr Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 9,185 shares of DFAI stock, worth $293,185. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,185
Previous 9,185
-0.0%
Holding current value
$293,185
Previous $292 Million
8.12%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio