West Financial Advisors, LLC Dimensional ETF Tr Transaction History
West Financial Advisors, LLC
- $525 Million
- Q1 2025
A detailed history of West Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Financial Advisors, LLC holds 9 shares of DFAI stock, worth $283. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 9
-0.0%
Holding current value
$283
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
609Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio