Premier Path Wealth Partners, LLC Dimensional ETF Tr Transaction History
Premier Path Wealth Partners, LLC
- $531 Billion
- Q1 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 152,286 shares of DFAI stock, worth $4.52 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
152,286
Previous 120,244
26.65%
Holding current value
$4.52 Million
Previous $3.5 Billion
31.65%
% of portfolio
0.87%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
489Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$181 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$157 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$139 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$114 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$98.9 Million15.43% of portfolio