Wingate Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 114,878 shares of DFAE stock, worth $3.66 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
114,878
Previous 104,040
10.42%
Holding current value
$3.66 Million
Previous $3.01 Billion
20.26%
% of portfolio
2.51%
Previous 2.68%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
611Shares Held
178MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$404 Million1.34% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$387 Million3.91% of portfolio
-
Ubs Group Ag6.13MShares$195 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.07MShares$162 Million0.01% of portfolio
-
Foster Group, Inc.4.02MShares$128 Million4.18% of portfolio