Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History
Valued Wealth Advisors LLC
- $146 Billion
- Q2 2024
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 631,774 shares of DFAI stock, worth $20.1 Million. This represents 12.87% of its overall portfolio holdings.
Number of Shares
631,774
Previous 603,055
4.76%
Holding current value
$20.1 Million
Previous $18.2 Billion
2.86%
% of portfolio
12.87%
Previous 12.91%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$199 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$174 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$163 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$135 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$132 Million0.22% of portfolio