Premier Path Wealth Partners, LLC Dimensional ETF Tr Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 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 173,457 shares of DFAI stock, worth $5.54 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
173,457
Previous 166,394
4.24%
Holding current value
$5.54 Million
Previous $5.29 Billion
4.22%
% of portfolio
0.77%
Previous 0.83%
Shares
5 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