Vsm Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 24,562 shares of DFAI stock, worth $794,826. This represents 0.26% of its overall portfolio holdings.

Number of Shares

24,562

Holding current value

$794,826

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$29.0 - $31.6 $712,298 - $776,159	24,562 New	24,562 $717 Million

Others Institutions Holding DFAI

# of Institutions

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.04 Billion
6.3% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$241 Million
0.08% of portfolio
Sym Financial Corp

6.65M
Shares

$215 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$194 Million
0.01% of portfolio
Cable Hill Partners, LLC Portland, OR

5.71M
Shares

$185 Million
18.44% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Vsm Wealth Advisory, LLC Dimensional ETF Tr Transaction History