Fonville Wealth Management LLC Dimensional ETF Tr Transaction History
Fonville Wealth Management LLC
- $444 Billion
- Q3 2025
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 522,371 shares of DFAI stock, worth $19.4 Million. This represents 4.27% of its overall portfolio holdings.
Number of Shares
522,371
Previous 486,049
7.47%
Holding current value
$19.4 Million
Previous $16.8 Billion
13.01%
% of portfolio
4.27%
Previous 4.25%
Shares
8 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