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 $4.57 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
135,083
Previous 131,590
2.65%
Holding current value
$4.57 Million
Previous $3.93 Billion
1.93%
% of portfolio
2.24%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
646Shares Held
235MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$634 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$251 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$237 Million0.02% of portfolio
-
Sym Financial Corp6.67MShares$226 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$193 Million18.44% of portfolio