Regal Wealth Group, Inc. Dimensional ETF Tr Transaction History
Regal Wealth Group, Inc.
- $143 Million
- Q4 2023
A detailed history of Regal Wealth Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Regal Wealth Group, Inc. holds 196,730 shares of DFAI stock, worth $7.3 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
196,730
Previous 184,949
6.37%
Holding current value
$7.3 Million
Previous $4.83 Million
16.67%
% of portfolio
3.94%
Previous 3.83%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio