Strategic Wealth Advisors Group, LLC Dimensional ETF Tr Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 19,056 shares of DFAI stock, worth $599,882. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,056
Previous 16,977
12.25%
Holding current value
$599,882
Previous $408,000
0.74%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
611Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio