Balanced Rock Investment Advisor Dimensional ETF Tr Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 18,635 shares of DFAE stock, worth $605,637. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,635
Previous 18,625
0.05%
Holding current value
$605,637
Previous $539 Million
8.97%
% of portfolio
0.43%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio