Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 44,590 shares of DFAI stock, worth $1.4 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
44,590
Previous 61,356
27.33%
Holding current value
$1.4 Million
Previous $1.95 Billion
18.41%
% of portfolio
0.53%
Previous 0.58%
Shares
8 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
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio