Traverso Chambers Private Wealth Management, LLC Dimensional ETF Tr Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 345,262 shares of DFAI stock, worth $10.4 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
345,262
Previous 328,611
5.07%
Holding current value
$10.4 Million
Previous $8.58 Million
15.24%
% of portfolio
2.41%
Previous 2.3%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
499Shares Held
144MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.09MShares$183 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$165 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$141 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$100 Million15.43% of portfolio