Orion Portfolio Solutions, LLC Dimensional ETF Tr Transaction History
Orion Portfolio Solutions, LLC
- $9.52 Billion
- Q4 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 111,719 shares of DFAI stock, worth $3.49 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
111,719
Previous 104,840
6.56%
Holding current value
$3.49 Million
Previous $3.33 Million
2.07%
% of portfolio
0.03%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio