Sc&H Financial Advisors, Inc. Dimensional ETF Tr Transaction History
Sc&H Financial Advisors, Inc.
- $468 Million
- Q1 2025
A detailed history of Sc&H Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 759,614 shares of DFAI stock, worth $24.6 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
759,614
Previous 709,912
7.0%
Holding current value
$24.6 Million
Previous $20.7 Million
14.44%
% of portfolio
5.07%
Previous 4.5%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
629Shares 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