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 $4.19 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
135,083
Previous 131,590
2.65%
Holding current value
$4.19 Million
Previous $3.93 Billion
1.93%
% of portfolio
2.24%
Previous 2.28%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$193 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$169 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$158 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$128 Million0.22% of portfolio