Wealthspan Partners, LLC Dimensional ETF Tr Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 169,956 shares of DFAI stock, worth $5.05 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
169,956
Previous 176,436
3.67%
Holding current value
$5.05 Million
Previous $5.23 Million
3.19%
% of portfolio
2.73%
Previous 2.93%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
538Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$188 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$180 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$162 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$128 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$125 Million0.19% of portfolio