Wingate Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 82,044 shares of DFAE stock, worth $2.26 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
82,044
Previous 81,793
0.31%
Holding current value
$2.26 Million
Previous $2.08 Billion
2.36%
% of portfolio
2.44%
Previous 2.04%
Shares
2 transactions
Others Institutions Holding DFAE
# of Institutions
565Shares Held
162MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$349 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$293 Million3.21% of portfolio
-
Ubs Group Ag6.14MShares$169 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$130 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$104 Million0.17% of portfolio