True Link Financial Advisors, LLC Dimensional ETF Tr Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of True Link Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,430,900 shares of DFAE stock, worth $37.2 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
1,430,900
Previous 1,553,947
7.92%
Holding current value
$37.2 Million
Previous $42.6 Million
14.81%
% of portfolio
3.05%
Previous 3.62%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio