Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 1,815,008 shares of DFAI stock, worth $66.2 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
1,815,008
Previous 1,771,013
2.48%
Holding current value
$66.2 Million
Previous $50.7 Million
8.14%
% of portfolio
1.55%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
686Shares Held
256MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$241 Million25.8% of portfolio