Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 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 125,642 shares of DFAI stock, worth $4.07 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
125,642
Previous 120,226
4.5%
Holding current value
$4.07 Million
Previous $3.82 Billion
3.98%
% of portfolio
0.87%
Previous 0.9%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
627Shares Held
234MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$180 Million17.39% of portfolio