Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $633 Billion
- Q3 2025
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 684,509 shares of DFAI stock, worth $25.4 Million. This represents 3.93% of its overall portfolio holdings.
Number of Shares
684,509
Previous 643,467
6.38%
Holding current value
$25.4 Million
Previous $22.2 Billion
11.99%
% of portfolio
3.93%
Previous 4.02%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio