Seed Wealth Management, Inc. Dimensional ETF Tr Transaction History
Seed Wealth Management, Inc.
- $123 Billion
- Q1 2025
A detailed history of Seed Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seed Wealth Management, Inc. holds 15,450 shares of DFAI stock, worth $480,649. This represents 0.39% of its overall portfolio holdings.
Number of Shares
15,450
Previous 15,450
-0.0%
Holding current value
$480,649
Previous $451 Million
6.95%
% of portfolio
0.39%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio