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 $5.95 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
196,730
Previous 184,949
6.37%
Holding current value
$5.95 Million
Previous $4.83 Million
16.67%
% of portfolio
3.94%
Previous 3.83%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
498Shares Held
144MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio