Roundview Capital LLC Dimensional ETF Tr Transaction History
Roundview Capital LLC
- $1.36 Billion
- Q1 2025
A detailed history of Roundview Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Roundview Capital LLC holds 19,782 shares of DFAI stock, worth $664,873. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,782
Previous 19,036
3.92%
Holding current value
$664,873
Previous $555,000
11.17%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
644Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$630 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$250 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$235 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$224 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$192 Million18.44% of portfolio