Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 15,157 shares of DFAI stock, worth $486,691. This represents 0.14% of its overall portfolio holdings.
Number of Shares
15,157
Previous 13,557
11.8%
Holding current value
$486,691
Previous $395,000
19.75%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
623Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio