Valley National Advisers Inc Dimensional ETF Tr Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 2024
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 56,796 shares of DFAI stock, worth $1.77 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
56,796
Previous 57,754
1.66%
Holding current value
$1.77 Million
Previous $1.84 Million
9.65%
% of portfolio
0.3%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio