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 1,120 shares of DFAI stock, worth $36,243. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,120Holding current value
$36,243% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
644Shares Held
234MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$607 Million0.87% of portfolio
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$227 Million0.02% of portfolio
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Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio