Wny Asset Management, LLC Dimensional ETF Tr Transaction History
Wny Asset Management, LLC
- $802 Million
- Q1 2025
A detailed history of Wny Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wny Asset Management, LLC holds 1,633,937 shares of DFAI stock, worth $52.9 Million. This represents 6.36% of its overall portfolio holdings.
Number of Shares
1,633,937
Previous 1,638,621
0.29%
Holding current value
$52.9 Million
Previous $47.8 Million
6.65%
% of portfolio
6.36%
Previous 6.19%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
629Shares Held
236MCall Options Held
3.7KPut Options Held
0-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
-
Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.2MShares$136 Million0.19% of portfolio