Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 135,083 shares of DFAI stock, worth $4.03 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
135,083
Previous 131,590
2.65%
Holding current value
$4.03 Million
Previous $3.93 Billion
1.93%
% of portfolio
2.24%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$129 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$126 Million0.19% of portfolio