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 $6.65 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
196,730
Previous 184,949
6.37%
Holding current value
$6.65 Million
Previous $4.83 Million
16.67%
% of portfolio
3.94%
Previous 3.83%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$634 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$251 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio