Well Done, LLC Dimensional ETF Tr Transaction History
Well Done, LLC
- $545 Million
- Q4 2024
A detailed history of Well Done, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Well Done, LLC holds 11,192 shares of DFAI stock, worth $350,757. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,192
Previous 11,192
-0.0%
Holding current value
$350,757
Previous $355,000
8.17%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio