Wealth Dimensions Group, Ltd. Dimensional ETF Tr Transaction History
Wealth Dimensions Group, Ltd.
- $484 Million
- Q3 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,292,913 shares of DFAI stock, worth $46.9 Million. This represents 9.71% of its overall portfolio holdings.
Number of Shares
1,292,913
Previous 1,238,601
4.38%
Holding current value
$46.9 Million
Previous $42.8 Million
9.76%
% of portfolio
9.71%
Previous 9.47%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
700Shares Held
264MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$584 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.95MShares$361 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$274 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$261 Million1.99% of portfolio
-
Sym Financial Corp6.7MShares$243 Million26.25% of portfolio