Vertex Planning Partners, LLC Dimensional ETF Tr Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 5,813 shares of DFAI stock, worth $212,930. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,813Holding current value
$212,930% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
700Shares Held
264MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$590 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$339 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$277 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$264 Million1.99% of portfolio
-
Sym Financial Corp6.7MShares$245 Million26.25% of portfolio