Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q4 2024
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 38,557 shares of DFAI stock, worth $1.21 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
38,557
Previous 40,410
4.59%
Holding current value
$1.21 Million
Previous $1.28 Million
12.38%
% of portfolio
0.63%
Previous 0.71%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut 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$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio