Weinberger Asset Management, Inc Dimensional ETF Tr Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
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 99,016 shares of DFAI stock, worth $3.17 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
99,016
Previous 82,782
19.61%
Holding current value
$3.17 Million
Previous $2.63 Billion
9.9%
% of portfolio
1.21%
Previous 1.12%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
606Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio