Walter & Keenan Wealth Management LLC Dimensional ETF Tr Transaction History
Walter & Keenan Wealth Management LLC
- $304 Million
- Q1 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 7,707 shares of DFAI stock, worth $233,445. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,707Holding current value
$233,445% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
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Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
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Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
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Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio