Wealthsource Partners, LLC Dimensional ETF Tr Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 47,999 shares of DFAE stock, worth $1.24 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
47,999
Previous 51,459
6.72%
Holding current value
$1.24 Million
Previous $1.16 Million
0.34%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
434Shares Held
123MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$326 Million1.28% of portfolio
-
Ubs Group Ag5.12MShares$132 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$111 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$100 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$94.2 Million0.26% of portfolio