Olistico Wealth, LLC Dimensional ETF Tr Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Olistico Wealth, LLC holds 795 shares of DFAI stock, worth $24,970. This represents 0.01% of its overall portfolio holdings.
Number of Shares
795
Previous 826
3.75%
Holding current value
$24,970
Previous $26.3 Million
11.6%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio