Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 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 33,208 shares of DFAI stock, worth $1.07 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
33,208
Previous 38,557
13.87%
Holding current value
$1.07 Million
Previous $1.13 Million
7.82%
% of portfolio
0.58%
Previous 0.63%
Shares
14 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares 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 Corp6.67MShares$216 Million25.84% 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