Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 100 shares of DFAE stock, worth $2,597. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$2,597
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio