Satovsky Asset Management LLC Dimensional ETF Tr Transaction History
Satovsky Asset Management LLC
- $447 Million
- Q1 2025
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Satovsky Asset Management LLC holds 8,127 shares of DFAI stock, worth $262,989. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,127
Previous 8,102
0.31%
Holding current value
$262,989
Previous $236,000
7.2%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio