Strategent Financial, LLC Dimensional ETF Tr Transaction History

Strategent Financial, LLC

$101 Billion
Q4 2024

A detailed history of Strategent Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategent Financial, LLC holds 23,039 shares of DFAI stock, worth $737,478. This represents 0.67% of its overall portfolio holdings.

Number of Shares

23,039

Holding current value

$737,478

% of portfolio

0.67%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$29.0 - $31.6 $668,131 - $728,032	23,039 New	23,039 $673 Million

Others Institutions Holding DFAI

# of Institutions

606

Shares Held

230M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.03 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$213 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$192 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$192 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$178 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Strategent Financial, LLC Dimensional ETF Tr Transaction History