Spurstone Advisory Services, LLC Dimensional ETF Tr Transaction History
Spurstone Advisory Services, LLC
- $5.25 Billion
- Q4 2024
A detailed history of Spurstone Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spurstone Advisory Services, LLC holds 134 shares of DFAI stock, worth $4,199. This represents 0.07% of its overall portfolio holdings.
Number of Shares
134Holding current value
$4,199% of portfolio
0.07%Shares
1 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
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Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio