Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,221 shares of DFAI stock, worth $508,366. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,221Holding current value
$508,366% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio