Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History

Poinciana Advisors Group, LLC

  • $96.5 Billion
  • Q1 2025

A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 58,922 shares of DFAI stock, worth $1.98 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares
58,922
Previous 45,967 28.18%
Holding current value
$1.98 Million
Previous $1.34 Billion 37.09%
% of portfolio
1.91%
Previous 1.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$28.88 - $32.4 $374,140 - $419,742
12,955 Added 28.18%
58,922 $1.84 Billion
Q4 2024

Feb 10, 2025
BUY
$29.0 - $31.6 $1.33 Million - $1.45 Million
45,967 New
45,967 $1.34 Billion

Others Institutions Holding DFAI

# of Institutions
644
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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