Smallwood Wealth Investment Management, LLC Dimensional ETF Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,026 shares of DFAE stock, worth $104,635. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,026Holding current value
$104,635% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
562Shares Held
162MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$329 Million1.3% of portfolio
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Mather Group, Llc. Chicago, IL10.6MShares$277 Million3.21% of portfolio
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Ubs Group Ag6.14MShares$159 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.73MShares$123 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS3.76MShares$97.8 Million0.17% of portfolio