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 $56.9 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
$56.9 Million
Previous $50.7 Million
8.14%
% of portfolio
1.55%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio