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 $55.7 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
$55.7 Million
Previous $50.7 Million
8.14%
% of portfolio
1.55%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio