Valley National Advisers Inc Dimensional ETF Tr Transaction History
Valley National Advisers Inc
- $554 Million
- Q1 2025
A detailed history of Valley National Advisers Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valley National Advisers Inc holds 129,911 shares of DFAI stock, worth $4.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
129,911
Previous 56,796
128.73%
Holding current value
$4.2 Million
Previous $1.66 Million
144.69%
% of portfolio
0.73%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
629Shares Held
236MCall Options Held
3.7KPut Options Held
0-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.2MShares$136 Million0.19% of portfolio