Saxony Capital Management, LLC Dimensional ETF Tr Transaction History
Saxony Capital Management, LLC
- $109 Million
- Q1 2025
A detailed history of Saxony Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Saxony Capital Management, LLC holds 63,946 shares of DFAI stock, worth $2.07 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
63,946
Previous 34,787
83.82%
Holding current value
$2.07 Million
Previous $1.02 Billion
99.8%
% of portfolio
1.83%
Previous 0.89%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
625Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.05 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$216 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$181 Million17.39% of portfolio