Tci Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Tci Wealth Advisors, Inc.
- $1.13 Billion
- Q4 2024
A detailed history of Tci Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 156,846 shares of DFAI stock, worth $4.92 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
156,846
Previous 143,491
9.31%
Holding current value
$4.92 Million
Previous $4.56 Million
0.42%
% of portfolio
0.41%
Previous 0.41%
Shares
14 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