Stonehearth Capital Management, LLC Dimensional ETF Tr Transaction History
Stonehearth Capital Management, LLC
- $246 Million
- Q4 2024
A detailed history of Stonehearth Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stonehearth Capital Management, LLC holds 665,024 shares of DFAI stock, worth $21.3 Million. This represents 7.88% of its overall portfolio holdings.
Number of Shares
665,024
Previous 634,554
4.8%
Holding current value
$21.3 Million
Previous $20.2 Million
3.71%
% of portfolio
7.88%
Previous 8.12%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio