Di Nuzzo Private Wealth, Inc. Dimensional ETF Tr Transaction History
Di Nuzzo Private Wealth, Inc.
- $618 Million
- Q4 2024
A detailed history of Di Nuzzo Private Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Di Nuzzo Private Wealth, Inc. holds 20,778 shares of DFAI stock, worth $649,728. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,778
Previous 19,747
5.22%
Holding current value
$649,728
Previous $627,000
3.35%
% of portfolio
0.1%
Previous 0.1%
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$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio