Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $345 Billion
- Q1 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 125,802 shares of DFAI stock, worth $3.81 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
125,802
Previous 117,991
6.62%
Holding current value
$3.81 Million
Previous $3.38 Billion
12.5%
% of portfolio
1.1%
Previous 1.15%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
490Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$184 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$160 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$142 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$117 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$101 Million15.43% of portfolio