Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shore Point Advisors, LLC holds 33,257 shares of DFAI stock, worth $1.23 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
33,257
Previous 33,208
0.15%
Holding current value
$1.23 Million
Previous $1.04 Million
10.8%
% of portfolio
0.58%
Previous 0.58%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
681Shares Held
255MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$595 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$341 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$279 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$266 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$244 Million25.8% of portfolio