West Financial Advisors, LLC Dimensional ETF Tr Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 2024
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 $263. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 9
-0.0%
Holding current value
$263
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$184 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$177 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$159 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$126 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$123 Million0.19% of portfolio