Second Half Financial Partners, LLC Dimensional ETF Tr Transaction History
Second Half Financial Partners, LLC
- $129 Million
- Q4 2024
A detailed history of Second Half Financial Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 32,376 shares of DFAI stock, worth $1.01 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
32,376
Previous 32,221
0.48%
Holding current value
$1.01 Million
Previous $1.02 Million
7.62%
% of portfolio
0.73%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
601Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio