Weinberger Asset Management, Inc Dimensional ETF Tr Transaction History
Weinberger Asset Management, Inc
- $233 Billion
- Q1 2025
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 98,524 shares of DFAI stock, worth $3.04 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
98,524
Previous 99,016
0.5%
Holding current value
$3.04 Million
Previous $2.89 Billion
6.42%
% of portfolio
1.32%
Previous 1.21%
Shares
10 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$996 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$185 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio