Sentinel Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sentinel Wealth Management, Inc.
- $118 Million
- Q4 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 199,895 shares of DFAI stock, worth $7.41 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
199,895
Previous 181,922
9.88%
Holding current value
$7.41 Million
Previous $6.61 Million
12.13%
% of portfolio
6.28%
Previous 5.74%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
712Shares 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