Univest Financial Corp Dimensional ETF Tr Transaction History
Univest Financial Corp
- $1.53 Billion
- Q4 2024
A detailed history of Univest Financial Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Univest Financial Corp holds 11,222 shares of DFAI stock, worth $362,358. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,222
Previous 12,578
10.78%
Holding current value
$362,358
Previous $399,000
18.05%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$193 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio